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

Spire Wealth Management’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
2022 Q3	–	Sell	-4,500	Closed	-$177K	–	2642
2022 Q2	$177K	Hold	4,500	–	–	0.01%	815
2022 Q1	$217K	Hold	4,500	–	–	0.01%	857
2021 Q4	$220K	Sell	4,500 -4,500	-50%	-$214K	﹤0.01%	1051
2021 Q3	$402K	Hold	9,000	–	–	0.01%	666
2021 Q2	$408K	Hold	9,000	–	–	0.01%	675
2021 Q1	$402K	Buy	+9,000	New	+$369K	0.01%	741

Other funds holding XMVM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MTWM

Masso Torrence Wealth Management Marlton, New Jersey $240M AUM 26.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Spire Wealth Management's XMVM Position: Q3 2022 in Review

Spire Wealth Management sold out of Invesco S&P MidCap Value with Momentum ETF (XMVM) in Q3 2022, closing a stake of 4,500 shares — an estimated $177K sold.

Spire Wealth Management first reported a position in XMVM in Q1 2021 and held it in 6 quarters. The position peaked at $408K in Q2 2021. 56 funds tracked by Wall St. Rank hold XMVM as of Q3 2022.

Spire Wealth Management reported no remaining Invesco S&P MidCap Value with Momentum ETF position as of Q3 2022 after selling out during the quarter.
Spire Wealth Management sold 4,500 Invesco S&P MidCap Value with Momentum ETF shares in Q3 2022, an estimated $177K.
Spire Wealth Management first reported a position in Invesco S&P MidCap Value with Momentum ETF in Q1 2021 and held it in 6 quarters.
Spire Wealth Management's Invesco S&P MidCap Value with Momentum ETF position peaked at $408K in Q2 2021.
56 funds tracked by Wall St. Rank held Invesco S&P MidCap Value with Momentum ETF as of Q3 2022.

Based on Spire Wealth Management's 13F filing for Q3 2022, filed 7 Nov 2022.