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

Sovran 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 		$2.99M Buy
39,807
+27,147
+214% +$1.87M 0.22% 122
2026
Q1 		$882K Buy
+12,660
New +$842K 0.07% 263

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

Sovran Advisors's XMVM Position: Q2 2026 in Review

Sovran Advisors increased its Invesco S&P MidCap Value with Momentum ETF (XMVM) stake by 214% in Q2 2026, buying an estimated $1.87M and bringing the position to 39,807 shares worth $2.99M. The position accounts for 0.22% of the portfolio, ranked #122.

Sovran Advisors first reported a position in XMVM in Q1 2026 and has held it in 2 quarters since. 102 funds tracked by Wall St. Rank hold XMVM as of Q2 2026.

  • Sovran Advisors held 39,807 shares of Invesco S&P MidCap Value with Momentum ETF worth $2.99M as of Q2 2026.
  • Sovran Advisors bought 27,147 Invesco S&P MidCap Value with Momentum ETF shares in Q2 2026, an estimated $1.87M.
  • Invesco S&P MidCap Value with Momentum ETF made up 0.22% of Sovran Advisors's portfolio in Q2 2026, its #122 holding.
  • Sovran Advisors first reported a position in Invesco S&P MidCap Value with Momentum ETF in Q1 2026 and has held it in 2 quarters since.
  • 102 funds tracked by Wall St. Rank held Invesco S&P MidCap Value with Momentum ETF as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.