Ridgewood Investments’s Invesco S&P MidCap Value with Momentum ETF XMVM Stock Holding History

Ridgewood Investments’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
2025 Q3	–	Sell	-120	Closed	-$6.67K	–	711
2025 Q2	$6.67K	Hold	120	–	–	﹤0.01%	568
2025 Q1	$6.33K	Hold	120	–	–	﹤0.01%	533
2024 Q4	$6.65K	Hold	120	–	–	﹤0.01%	543
2024 Q3	$6.65K	Hold	120	–	–	﹤0.01%	558
2024 Q2	$6.2K	Buy	+120	New	+$6.27K	﹤0.01%	570
2023 Q3	–	Sell	-120	Closed	-$5.53K	–	800
2023 Q2	$5.53K	Hold	120	–	–	﹤0.01%	581
2023 Q1	$5.24K	Buy	+120	New	+$5.51K	﹤0.01%	588

Other funds holding XMVM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AWM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WMWM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ridgewood Investments's XMVM Position: Q3 2025 in Review

Ridgewood Investments sold out of Invesco S&P MidCap Value with Momentum ETF (XMVM) in Q3 2025, closing a stake of 120 shares — an estimated $6.67K sold.

Ridgewood Investments first reported a position in XMVM in Q1 2023 and held it in 7 quarters. The position peaked at $6.67K in Q2 2025. 67 funds tracked by Wall St. Rank hold XMVM as of Q3 2025.

Ridgewood Investments reported no remaining Invesco S&P MidCap Value with Momentum ETF position as of Q3 2025 after selling out during the quarter.
Ridgewood Investments sold 120 Invesco S&P MidCap Value with Momentum ETF shares in Q3 2025, an estimated $6.67K.
Ridgewood Investments first reported a position in Invesco S&P MidCap Value with Momentum ETF in Q1 2023 and held it in 7 quarters.
Ridgewood Investments's Invesco S&P MidCap Value with Momentum ETF position peaked at $6.67K in Q2 2025.
67 funds tracked by Wall St. Rank held Invesco S&P MidCap Value with Momentum ETF as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.