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Sound Income Strategies’s Invesco S&P MidCap Value with Momentum ETF XMVM Stock Holding History

Sound Income Strategies’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 		– Sell
-86
Closed -$5.63K – 2426
2026
Q1 		$5.63K Hold
86
– – ﹤0.01% 1774
2025
Q4 		$5.69K Buy
+86
New +$5.32K ﹤0.01% 1747

Other funds holding XMVM

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
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
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
SA
Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return

Sound Income Strategies's XMVM Position: Q2 2026 in Review

Sound Income Strategies sold out of Invesco S&P MidCap Value with Momentum ETF (XMVM) in Q2 2026, closing a stake of 86 shares — an estimated $5.63K sold.

Sound Income Strategies first reported a position in XMVM in Q4 2025 and held it in 2 quarters. The position peaked at $5.69K in Q4 2025. 81 funds tracked by Wall St. Rank hold XMVM as of Q2 2026.

  • Sound Income Strategies reported no remaining Invesco S&P MidCap Value with Momentum ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 86 Invesco S&P MidCap Value with Momentum ETF shares in Q2 2026, an estimated $5.63K.
  • Sound Income Strategies first reported a position in Invesco S&P MidCap Value with Momentum ETF in Q4 2025 and held it in 2 quarters.
  • Sound Income Strategies's Invesco S&P MidCap Value with Momentum ETF position peaked at $5.69K in Q4 2025.
  • 81 funds tracked by Wall St. Rank held Invesco S&P MidCap Value with Momentum ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.