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

SHP 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
Q1 		$173K Buy
2,654
+1,046
+65% +$69.5K 0.01% 296
2025
Q4 		$103K Buy
+1,608
New +$99.4K 0.01% 345

Other funds holding XMVM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $8.07B 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 $432B 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

SHP Wealth Management's XMVM Position: Q1 2026 in Review

SHP Wealth Management increased its Invesco S&P MidCap Value with Momentum ETF (XMVM) stake by 65% in Q1 2026, buying an estimated $69.5K and bringing the position to 2,654 shares worth $173K. The position accounts for 0.01% of the portfolio, ranked #296.

SHP Wealth Management first reported a position in XMVM in Q4 2025 and has held it in 2 quarters since. 95 funds tracked by Wall St. Rank hold XMVM as of Q1 2026.

  • SHP Wealth Management held 2,654 shares of Invesco S&P MidCap Value with Momentum ETF worth $173K as of Q1 2026.
  • SHP Wealth Management bought 1,046 Invesco S&P MidCap Value with Momentum ETF shares in Q1 2026, an estimated $69.5K.
  • Invesco S&P MidCap Value with Momentum ETF made up 0.01% of SHP Wealth Management's portfolio in Q1 2026, its #296 holding.
  • SHP Wealth Management first reported a position in Invesco S&P MidCap Value with Momentum ETF in Q4 2025 and has held it in 2 quarters since.
  • 95 funds tracked by Wall St. Rank held Invesco S&P MidCap Value with Momentum ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.