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Solutions 4 Wealth’s Invesco S&P MidCap Value with Momentum ETF XMVM Stock Holding History

Solutions 4 Wealth’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 		$922K Buy
14,159
+8,891
+169% +$591K 1.39% 21
2025
Q4 		$338K Buy
+5,268
New +$326K 0.51% 44

Other funds holding XMVM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Solutions 4 Wealth's XMVM Position: Q1 2026 in Review

Solutions 4 Wealth increased its Invesco S&P MidCap Value with Momentum ETF (XMVM) stake by 169% in Q1 2026, buying an estimated $591K and bringing the position to 14,159 shares worth $922K. The position accounts for 1.39% of the portfolio, ranked #21.

Solutions 4 Wealth 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.

  • Solutions 4 Wealth held 14,159 shares of Invesco S&P MidCap Value with Momentum ETF worth $922K as of Q1 2026.
  • Solutions 4 Wealth bought 8,891 Invesco S&P MidCap Value with Momentum ETF shares in Q1 2026, an estimated $591K.
  • Invesco S&P MidCap Value with Momentum ETF made up 1.39% of Solutions 4 Wealth's portfolio in Q1 2026, its #21 holding.
  • Solutions 4 Wealth 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 Solutions 4 Wealth's 13F filing for Q1 2026, filed 5 May 2026.