Schrum Private Wealth Management’s Invesco S&P MidCap Value with Momentum ETF XMVM Stock Holding History

Schrum Private Wealth Management’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	$232K	Buy	+4,500	New	+$310K	0.24%	98
2024 Q3	–	Sell	-4,500	Closed	-$232K	–	179
2024 Q2	$232K	Hold	4,500	–	–	0.21%	110
2024 Q1	$244K	Hold	4,500	–	–	0.22%	111
2023 Q4	$227K	Hold	4,500	–	–	0.32%	85
2023 Q3	$206K	Hold	4,500	–	–	0.24%	107
2023 Q2	$207K	Buy	+4,500	New	+$194K	0.22%	107
2022 Q2	–	Sell	-4,500	Closed	-$201K	–	123
2022 Q1	$201K	Hold	4,500	–	–	0.2%	119
2021 Q4	$220K	Buy	+4,500	New	+$214K	0.2%	120

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

Schrum Private Wealth Management's XMVM Position: Q2 2026 in Review

Schrum Private Wealth Management opened a new position in Invesco S&P MidCap Value with Momentum ETF (XMVM) in Q2 2026: 4,500 shares worth $232K. The stake represents 0.24% of the portfolio and ranks #98 among its holdings. This is a return to the name: Schrum Private Wealth Management previously reported a position in XMVM as recently as Q2 2024.

Schrum Private Wealth Management first reported a position in XMVM in Q4 2021 and has held it in 8 quarters since. The position peaked at $244K in Q1 2024. 102 funds tracked by Wall St. Rank hold XMVM as of Q2 2026.

Schrum Private Wealth Management held 4,500 shares of Invesco S&P MidCap Value with Momentum ETF worth $232K as of Q2 2026.
Invesco S&P MidCap Value with Momentum ETF was a new Schrum Private Wealth Management position in Q2 2026.
Invesco S&P MidCap Value with Momentum ETF made up 0.24% of Schrum Private Wealth Management's portfolio in Q2 2026, its #98 holding.
Schrum Private Wealth Management first reported a position in Invesco S&P MidCap Value with Momentum ETF in Q4 2021 and has held it in 8 quarters since.
Schrum Private Wealth Management's Invesco S&P MidCap Value with Momentum ETF position peaked at $244K in Q1 2024.
102 funds tracked by Wall St. Rank held Invesco S&P MidCap Value with Momentum ETF as of Q2 2026.

Based on Schrum Private Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.