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Sigma Planning Corp’s Invesco S&P MidCap Value with Momentum ETF XMVM Stock Holding History

Sigma Planning Corp’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 		$469K Sell
6,608
-69
-1% -$4.76K 0.01% 944
2026
Q1 		$435K Sell
6,677
-746
-10% -$49.6K 0.01% 891
2025
Q4 		$486K Buy
7,423
+266
+4% +$16.4K 0.01% 801
2025
Q3 		$441K Buy
7,157
+5
+0.1% +$294 0.01% 867
2025
Q2 		$398K Sell
7,152
-400
-5% -$21.2K 0.01% 875
2025
Q1 		$398K Hold
7,552
– – 0.01% 819
2024
Q4 		$419K Sell
7,552
-1,550
-17% -$89.3K 0.01% 809
2024
Q3 		$504K Sell
9,102
-250
-3% -$13.5K 0.02% 746
2024
Q2 		$483K Sell
9,352
-199
-2% -$10.4K 0.02% 734
2024
Q1 		$519K Buy
9,551
+5,156
+117% +$260K 0.02% 743
2023
Q4 		$221K Sell
4,395
-5,556
-56% -$256K 0.02% 746
2023
Q3 		$456K Sell
9,951
-63
-0.6% -$2.97K 0.02% 757
2023
Q2 		$462K Sell
10,014
-3,422
-25% -$147K 0.02% 764
2023
Q1 		$586K Sell
13,436
-6,712
-33% -$308K 0.02% 734
2022
Q4 		$887K Sell
20,148
-255
-1% -$11.2K 0.03% 537
2022
Q3 		$789K Sell
20,403
-6,797
-25% -$286K 0.03% 542
2022
Q2 		$1.07M Buy
27,200
+2,688
+11% +$118K 0.04% 438
2022
Q1 		$1.18M Buy
24,512
+5,529
+29% +$265K 0.04% 476
2021
Q4 		$927K Sell
18,983
-728
-4% -$34.6K 0.03% 579
2021
Q3 		$881K Buy
19,711
+2,150
+12% +$97.8K 0.03% 593
2021
Q2 		$796K Buy
17,561
+12,226
+229% +$568K 0.02% 636
2021
Q1 		$238K Buy
+5,335
New +$219K 0.01% 1117

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

Sigma Planning Corp's XMVM Position: Q2 2026 in Review

Sigma Planning Corp reduced its Invesco S&P MidCap Value with Momentum ETF (XMVM) stake by 1% in Q2 2026, selling an estimated $4.76K and leaving 6,608 shares worth $469K. The position accounts for 0.01% of the portfolio, ranked #944.

Sigma Planning Corp first reported a position in XMVM in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.18M in Q1 2022. 102 funds tracked by Wall St. Rank hold XMVM as of Q2 2026.

  • Sigma Planning Corp held 6,608 shares of Invesco S&P MidCap Value with Momentum ETF worth $469K as of Q2 2026.
  • Sigma Planning Corp sold 69 Invesco S&P MidCap Value with Momentum ETF shares in Q2 2026, an estimated $4.76K.
  • Invesco S&P MidCap Value with Momentum ETF made up 0.01% of Sigma Planning Corp's portfolio in Q2 2026, its #944 holding.
  • Sigma Planning Corp first reported a position in Invesco S&P MidCap Value with Momentum ETF in Q1 2021 and has held it in 22 quarters since.
  • Sigma Planning Corp's Invesco S&P MidCap Value with Momentum ETF position peaked at $1.18M in Q1 2022.
  • 102 funds tracked by Wall St. Rank held Invesco S&P MidCap Value with Momentum ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.