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 Q2	$1.67M	Hold	23,611	–	–	0.01%	1142
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

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

Sanctuary Advisors's XMVM Position: Q2 2026 in Review

Sanctuary Advisors held its Invesco S&P MidCap Value with Momentum ETF (XMVM) position steady in Q2 2026 at 23,611 shares worth $1.67M. The position accounts for 0.01% of the portfolio, ranked #1142.

Sanctuary Advisors first reported a position in XMVM in Q2 2024 and has held it in 9 quarters since. 102 funds tracked by Wall St. Rank hold XMVM as of Q2 2026.

Sanctuary Advisors held 23,611 shares of Invesco S&P MidCap Value with Momentum ETF worth $1.67M as of Q2 2026.
Sanctuary Advisors left its Invesco S&P MidCap Value with Momentum ETF share count unchanged in Q2 2026.
Invesco S&P MidCap Value with Momentum ETF made up 0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #1142 holding.
Sanctuary Advisors first reported a position in Invesco S&P MidCap Value with Momentum ETF in Q2 2024 and has held it in 9 quarters since.
102 funds tracked by Wall St. Rank held Invesco S&P MidCap Value with Momentum ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.