Principal Securities’s Invesco S&P MidCap Value with Momentum ETF XMVM Stock Holding History

Principal Securities’s Portfolio XMVM Stock Details XMVM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$415K	Sell	5,858 -568	-9%	-$39.2K	0.01%	1163
2026 Q1	$418K	Buy	6,426 +362	+6%	+$24.1K	0.01%	1058
2025 Q4	$389K	Sell	6,064 -54	-0.9%	-$3.34K	0.01%	1038
2025 Q3	$377K	Buy	6,118 +255	+4%	+$15K	0.01%	1021
2025 Q2	$326K	Buy	5,863 +352	+6%	+$18.6K	0.01%	1036
2025 Q1	$305K	Buy	5,511 +209	+4%	+$11.6K	0.01%	961
2024 Q4	$294K	Buy	5,302 +59	+1%	+$3.4K	0.01%	979
2024 Q3	$291K	Buy	5,243 +12	+0.2%	+$647	0.01%	947
2024 Q2	$270K	Sell	5,231 -271	-5%	-$14.2K	0.01%	923
2024 Q1	$299K	Sell	5,502 -26	-0.5%	-$1.31K	0.01%	860
2023 Q4	$278K	Buy	+5,528	New	+$255K	0.01%	819

Other funds holding XMVM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Principal Securities's XMVM Position: Q2 2026 in Review

Principal Securities reduced its Invesco S&P MidCap Value with Momentum ETF (XMVM) stake by 8.8% in Q2 2026, selling an estimated $39.2K and leaving 5,858 shares worth $415K. The position accounts for 0.01% of the portfolio, ranked #1163.

Principal Securities first reported a position in XMVM in Q4 2023 and has held it in 11 quarters since. The position peaked at $418K in Q1 2026. 102 funds tracked by Wall St. Rank hold XMVM as of Q2 2026.

Principal Securities held 5,858 shares of Invesco S&P MidCap Value with Momentum ETF worth $415K as of Q2 2026.
Principal Securities sold 568 Invesco S&P MidCap Value with Momentum ETF shares in Q2 2026, an estimated $39.2K.
Invesco S&P MidCap Value with Momentum ETF made up 0.01% of Principal Securities's portfolio in Q2 2026, its #1163 holding.
Principal Securities first reported a position in Invesco S&P MidCap Value with Momentum ETF in Q4 2023 and has held it in 11 quarters since.
Principal Securities's Invesco S&P MidCap Value with Momentum ETF position peaked at $418K in Q1 2026.
102 funds tracked by Wall St. Rank held Invesco S&P MidCap Value with Momentum ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.