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

Tanglewood Legacy 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
Q1 		$19.2K Hold
295
– – 0.01% 206
2025
Q4 		$18.9K Hold
295
– – 0.01% 207
2025
Q3 		$18.2K Hold
295
– – 0.01% 221
2025
Q2 		$16.4K Hold
295
– – 0.01% 230
2025
Q1 		$15.6K Hold
295
– – 0.01% 236
2024
Q4 		$16.3K Hold
295
– – 0.01% 233
2024
Q3 		$16.4K Hold
295
– – 0.01% 222
2024
Q2 		$15.2K Hold
295
– – 0.01% 225
2024
Q1 		$16K Hold
295
– – 0.01% 232
2023
Q4 		$14.8K Hold
295
– – 0.01% 228
2023
Q3 		$13.5K Hold
295
– – 0.01% 237
2023
Q2 		$13.6K Hold
295
– – 0.01% 234
2023
Q1 		$12.9K Hold
295
– – 0.01% 229
2022
Q4 		$13K Buy
+295
New +$13K 0.01% 206

Other funds holding XMVM

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $8.06B AUM 24.97% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return