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Signature Estate & Investment Advisors’s Invesco S&P MidCap Value with Momentum ETF XMVM Stock Holding History

Signature Estate & Investment 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 		$445K Buy
6,275
+765
+14% +$52.7K 0.01% 458
2026
Q1 		$359K Buy
5,510
+152
+3% +$10.1K 0.01% 497
2025
Q4 		$344K Buy
5,358
+69
+1% +$4.27K 0.01% 476
2025
Q3 		$326K Buy
5,289
+27
+0.5% +$1.59K 0.01% 470
2025
Q2 		$293K Buy
5,262
+217
+4% +$11.5K 0.01% 470
2025
Q1 		$266K Buy
5,045
+214
+4% +$11.9K 0.01% 463
2024
Q4 		$268K Buy
+4,831
New +$278K 0.01% 439

Other funds holding XMVM

AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
SA
Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UWM
USAdvisors Wealth Management Eden Prairie, Minnesota $349M AUM 20.25% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
S4W
Solutions 4 Wealth Southlake, Texas $77.5M AUM 17.3% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM

Signature Estate & Investment Advisors's XMVM Position: Q2 2026 in Review

Signature Estate & Investment Advisors increased its Invesco S&P MidCap Value with Momentum ETF (XMVM) stake by 14% in Q2 2026, buying an estimated $52.7K and bringing the position to 6,275 shares worth $445K. The position accounts for 0.01% of the portfolio, ranked #458.

Signature Estate & Investment Advisors first reported a position in XMVM in Q4 2024 and has held it in 7 quarters since. 33 funds tracked by Wall St. Rank hold XMVM as of Q2 2026.

  • Signature Estate & Investment Advisors held 6,275 shares of Invesco S&P MidCap Value with Momentum ETF worth $445K as of Q2 2026.
  • Signature Estate & Investment Advisors bought 765 Invesco S&P MidCap Value with Momentum ETF shares in Q2 2026, an estimated $52.7K.
  • Invesco S&P MidCap Value with Momentum ETF made up 0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #458 holding.
  • Signature Estate & Investment Advisors first reported a position in Invesco S&P MidCap Value with Momentum ETF in Q4 2024 and has held it in 7 quarters since.
  • 33 funds tracked by Wall St. Rank held Invesco S&P MidCap Value with Momentum ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.