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XMVM icon

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
Q2 		$1.24M Buy
17,419
+3,260
+23% +$225K 1.59% 19
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

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

Solutions 4 Wealth's XMVM Position: Q2 2026 in Review

Solutions 4 Wealth increased its Invesco S&P MidCap Value with Momentum ETF (XMVM) stake by 23% in Q2 2026, buying an estimated $225K and bringing the position to 17,419 shares worth $1.24M. The position accounts for 1.59% of the portfolio, ranked #19.

Solutions 4 Wealth first reported a position in XMVM in Q4 2025 and has held it in 3 quarters since. 102 funds tracked by Wall St. Rank hold XMVM as of Q2 2026.

  • Solutions 4 Wealth held 17,419 shares of Invesco S&P MidCap Value with Momentum ETF worth $1.24M as of Q2 2026.
  • Solutions 4 Wealth bought 3,260 Invesco S&P MidCap Value with Momentum ETF shares in Q2 2026, an estimated $225K.
  • Invesco S&P MidCap Value with Momentum ETF made up 1.59% of Solutions 4 Wealth's portfolio in Q2 2026, its #19 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 3 quarters since.
  • 102 funds tracked by Wall St. Rank held Invesco S&P MidCap Value with Momentum ETF as of Q2 2026.

Based on Solutions 4 Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.