TA
XMVM icon

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

Tactive 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 		– Sell
-31,633
Closed -$2.06M – 309
2026
Q1 		$2.06M Buy
+31,633
New +$2.1M 0.58% 45

Other funds holding XMVM

AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
NWMG
National Wealth Management Group Cincinnati, Ohio $323M AUM 39.23% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
KCFA
Key Client Fiduciary Advisors Fairfield, New Jersey $347M AUM 35.3% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Tactive Advisors's XMVM Position: Q2 2026 in Review

Tactive Advisors sold out of Invesco S&P MidCap Value with Momentum ETF (XMVM) in Q2 2026, closing a stake of 31,633 shares — an estimated $2.06M sold.

Tactive Advisors first reported a position in XMVM in Q1 2026 and held it in 1 quarter. The position peaked at $2.06M in Q1 2026. 14 funds tracked by Wall St. Rank hold XMVM as of Q2 2026.

  • Tactive Advisors reported no remaining Invesco S&P MidCap Value with Momentum ETF position as of Q2 2026 after selling out during the quarter.
  • Tactive Advisors sold 31,633 Invesco S&P MidCap Value with Momentum ETF shares in Q2 2026, an estimated $2.06M.
  • Tactive Advisors first reported a position in Invesco S&P MidCap Value with Momentum ETF in Q1 2026 and held it in 1 quarter.
  • Tactive Advisors's Invesco S&P MidCap Value with Momentum ETF position peaked at $2.06M in Q1 2026.
  • 14 funds tracked by Wall St. Rank held Invesco S&P MidCap Value with Momentum ETF as of Q2 2026.

Based on Tactive Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.