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

StackStone 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 Q3	$289K	Buy	+4,142	New	+$305K	0.03%	287

Other funds holding XMVM

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

ASG

Advisory Solutions Group Plymouth, Minnesota $472M AUM

USAdvisors Wealth Management Eden Prairie, Minnesota $351M AUM 13.01% 1-Year Est. Return

Roman Butler Fullerton & Co St Louis, Missouri $436M AUM 25.02% 1-Year Est. Return

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

Key Client Fiduciary Advisors Fairfield, New Jersey $358M AUM 21.09% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

LexAurum Advisors Overland Park, Kansas $893M AUM

StackStone Wealth's XMVM Position: Q3 2026 in Review

StackStone Wealth opened a new position in Invesco S&P MidCap Value with Momentum ETF (XMVM) in Q3 2026: 4,142 shares worth $289K. The stake represents 0.03% of the portfolio and ranks #287 among its holdings.

21 funds tracked by Wall St. Rank hold XMVM as of Q3 2026.

StackStone Wealth held 4,142 shares of Invesco S&P MidCap Value with Momentum ETF worth $289K as of Q3 2026.
Invesco S&P MidCap Value with Momentum ETF was a new StackStone Wealth position in Q3 2026.
Invesco S&P MidCap Value with Momentum ETF made up 0.03% of StackStone Wealth's portfolio in Q3 2026, its #287 holding.
21 funds tracked by Wall St. Rank held Invesco S&P MidCap Value with Momentum ETF as of Q3 2026.

Based on StackStone Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.