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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
Q2 		$209K Buy
2,943
+289
+11% +$19.9K 0.01% 293
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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

SHP Wealth Management's XMVM Position: Q2 2026 in Review

SHP Wealth Management increased its Invesco S&P MidCap Value with Momentum ETF (XMVM) stake by 11% in Q2 2026, buying an estimated $19.9K and bringing the position to 2,943 shares worth $209K. The position accounts for 0.01% of the portfolio, ranked #293.

SHP Wealth Management first reported a position in XMVM in Q4 2025 and has held it in 3 quarters since. 101 funds tracked by Wall St. Rank hold XMVM as of Q2 2026.

  • SHP Wealth Management held 2,943 shares of Invesco S&P MidCap Value with Momentum ETF worth $209K as of Q2 2026.
  • SHP Wealth Management bought 289 Invesco S&P MidCap Value with Momentum ETF shares in Q2 2026, an estimated $19.9K.
  • Invesco S&P MidCap Value with Momentum ETF made up 0.01% of SHP Wealth Management's portfolio in Q2 2026, its #293 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 3 quarters since.
  • 101 funds tracked by Wall St. Rank held Invesco S&P MidCap Value with Momentum ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.