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Provident Living Financial Services’s Invesco S&P MidCap Value with Momentum ETF XMVM Stock Holding History

Provident Living Financial Services’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 		$230K Buy
+3,236
New +$223K 0.23% 49

Other funds holding XMVM

LPL Financial
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
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
SA
Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RBFC
Roman Butler Fullerton & Co St Louis, Missouri $419M AUM 31.15% 1-Year Est. Return

Provident Living Financial Services's XMVM Position: Q2 2026 in Review

Provident Living Financial Services opened a new position in Invesco S&P MidCap Value with Momentum ETF (XMVM) in Q2 2026: 3,236 shares worth $230K. The stake represents 0.23% of the portfolio and ranks #49 among its holdings.

49 funds tracked by Wall St. Rank hold XMVM as of Q2 2026.

  • Provident Living Financial Services held 3,236 shares of Invesco S&P MidCap Value with Momentum ETF worth $230K as of Q2 2026.
  • Invesco S&P MidCap Value with Momentum ETF was a new Provident Living Financial Services position in Q2 2026.
  • Invesco S&P MidCap Value with Momentum ETF made up 0.23% of Provident Living Financial Services's portfolio in Q2 2026, its #49 holding.
  • 49 funds tracked by Wall St. Rank held Invesco S&P MidCap Value with Momentum ETF as of Q2 2026.

Based on Provident Living Financial Services's 13F filing for Q2 2026, filed 5 Aug 2026.