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Sunbelt Securities’s Invesco S&P MidCap Value with Momentum ETF XMVM Stock Holding History

Sunbelt Securities’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
Q1 		$6.58K Hold
101
– – ﹤0.01% 1602
2025
Q4 		$6.48K Hold
101
– – ﹤0.01% 1557
2025
Q3 		$6.22K Sell
101
-17
-14% -$1K ﹤0.01% 1565
2025
Q2 		$6.57K Sell
118
-1
-0.8% -$53 ﹤0.01% 1393
2025
Q1 		$6.26K Buy
119
+1
+0.8% +$55 ﹤0.01% 1365
2024
Q4 		$6.55K Hold
118
– – ﹤0.01% 1394
2024
Q3 		$6.56K Hold
118
– – ﹤0.01% 1378
2024
Q2 		$6.11K Hold
118
– – ﹤0.01% 1359
2024
Q1 		$6.42K Hold
118
– – ﹤0.01% 1321
2023
Q4 		$5.95K Hold
118
– – ﹤0.01% 1275
2023
Q3 		$5.41K Buy
+118
New +$5.56K ﹤0.01% 1293

Other funds holding XMVM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return

Sunbelt Securities's XMVM Position: Q1 2026 in Review

Sunbelt Securities held its Invesco S&P MidCap Value with Momentum ETF (XMVM) position steady in Q1 2026 at 101 shares worth $6.58K. The position accounts for ﹤0.01% of the portfolio, ranked #1602.

Sunbelt Securities first reported a position in XMVM in Q3 2023 and has held it in 11 quarters since. 96 funds tracked by Wall St. Rank hold XMVM as of Q1 2026.

  • Sunbelt Securities held 101 shares of Invesco S&P MidCap Value with Momentum ETF worth $6.58K as of Q1 2026.
  • Sunbelt Securities left its Invesco S&P MidCap Value with Momentum ETF share count unchanged in Q1 2026.
  • Invesco S&P MidCap Value with Momentum ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1602 holding.
  • Sunbelt Securities first reported a position in Invesco S&P MidCap Value with Momentum ETF in Q3 2023 and has held it in 11 quarters since.
  • 96 funds tracked by Wall St. Rank held Invesco S&P MidCap Value with Momentum ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.