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Sanctuary Advisors’s Invesco S&P MidCap Value with Momentum ETF XMVM Stock Holding History

Sanctuary Advisors’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
Q1 		$1.54M Hold
23,611
– – 0.01% 1088
2025
Q4 		$1.51M Hold
23,611
– – 0.01% 1081
2025
Q3 		$1.46M Hold
23,611
– – 0.01% 1067
2025
Q2 		$1.31M Hold
23,611
– – 0.01% 1060
2025
Q1 		$1.25M Hold
23,611
– – 0.01% 1026
2024
Q4 		$1.37M Hold
23,611
– – 0.01% 1068
2024
Q3 		$1.44M Sell
23,611
-2,000
-8% -$108K 0.01% 1067
2024
Q2 		$1.33M Buy
+25,611
New +$1.34M 0.01% 1029

Other funds holding XMVM

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $8.06B AUM 24.97% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return