Steward Partners Investment Advisory’s Invesco S&P MidCap Value with Momentum ETF XMVM Stock Holding History

Steward Partners Investment Advisory’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	$95K	Hold	1,339	–	–	﹤0.01%	2611
2026 Q1	$87.2K	Hold	1,339	–	–	﹤0.01%	2452
2025 Q4	$85.9K	Hold	1,339	–	–	﹤0.01%	2382
2025 Q3	$82.5K	Hold	1,339	–	–	﹤0.01%	2339
2025 Q2	$74.5K	Hold	1,339	–	–	﹤0.01%	2275
2025 Q1	$70.6K	Hold	1,339	–	–	﹤0.01%	2206
2024 Q4	$74.2K	Hold	1,339	–	–	﹤0.01%	2133
2024 Q3	$74.2K	Hold	1,339	–	–	﹤0.01%	2033
2024 Q2	$69.2K	Hold	1,339	–	–	﹤0.01%	1943
2024 Q1	$72.7K	Sell	1,339 -871	-39%	-$43.9K	﹤0.01%	1916
2023 Q4	$111K	Buy	2,210 +871	+65%	+$40.2K	﹤0.01%	1634
2023 Q3	$61.4K	Hold	1,339	–	–	﹤0.01%	1811
2023 Q2	$61.7K	Hold	1,339	–	–	﹤0.01%	1795
2023 Q1	$58.4K	Sell	1,339 -34	-2%	-$1.56K	﹤0.01%	1812
2022 Q4	$60.5K	Buy	1,373 +34	+3%	+$1.49K	﹤0.01%	1758
2022 Q3	$52K	Hold	1,339	–	–	﹤0.01%	1768
2022 Q2	$53K	Hold	1,339	–	–	﹤0.01%	1783
2022 Q1	$65K	Hold	1,339	–	–	﹤0.01%	1783
2021 Q4	$65K	Hold	1,339	–	–	﹤0.01%	1781
2021 Q3	$60K	Hold	1,339	–	–	﹤0.01%	1798
2021 Q2	$61K	Hold	1,339	–	–	﹤0.01%	2920
2021 Q1	$59.8K	Hold	1,339	–	–	﹤0.01%	1890
2020 Q4	$49K	Hold	1,339	–	–	﹤0.01%	1685
2020 Q3	$38K	Hold	1,339	–	–	﹤0.01%	1627
2020 Q2	$36K	Hold	1,339	–	–	﹤0.01%	1553
2020 Q1	$30K	Hold	1,339	–	–	﹤0.01%	1460
2019 Q4	$47K	Hold	1,339	–	–	﹤0.01%	1429
2019 Q3	$43K	Hold	1,339	–	–	﹤0.01%	1421
2019 Q2	$44K	Buy	+1,339	New	+$42.7K	﹤0.01%	1383
2018 Q4	–	Sell	-1,339	Closed	-$42K	–	2192
2018 Q3	$42K	Hold	1,339	–	–	﹤0.01%	1276
2018 Q2	$42K	Buy	+1,339	New	+$41.3K	﹤0.01%	1170

Other funds holding XMVM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Steward Partners Investment Advisory's XMVM Position: Q2 2026 in Review

Steward Partners Investment Advisory held its Invesco S&P MidCap Value with Momentum ETF (XMVM) position steady in Q2 2026 at 1,339 shares worth $95K. The position accounts for ﹤0.01% of the portfolio, ranked #2611.

Steward Partners Investment Advisory first reported a position in XMVM in Q2 2018 and has held it in 31 quarters since. The position peaked at $111K in Q4 2023. 102 funds tracked by Wall St. Rank hold XMVM as of Q2 2026.

Steward Partners Investment Advisory held 1,339 shares of Invesco S&P MidCap Value with Momentum ETF worth $95K as of Q2 2026.
Steward Partners Investment Advisory left its Invesco S&P MidCap Value with Momentum ETF share count unchanged in Q2 2026.
Invesco S&P MidCap Value with Momentum ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2611 holding.
Steward Partners Investment Advisory first reported a position in Invesco S&P MidCap Value with Momentum ETF in Q2 2018 and has held it in 31 quarters since.
Steward Partners Investment Advisory's Invesco S&P MidCap Value with Momentum ETF position peaked at $111K in Q4 2023.
102 funds tracked by Wall St. Rank held Invesco S&P MidCap Value with Momentum ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.