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 Q2	$20.9K	Hold	295	–	–	0.01%	209
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

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

Tanglewood Legacy Advisors's XMVM Position: Q2 2026 in Review

Tanglewood Legacy Advisors held its Invesco S&P MidCap Value with Momentum ETF (XMVM) position steady in Q2 2026 at 295 shares worth $20.9K. The position accounts for 0.01% of the portfolio, ranked #209.

Tanglewood Legacy Advisors first reported a position in XMVM in Q4 2022 and has held it in 15 quarters since. 102 funds tracked by Wall St. Rank hold XMVM as of Q2 2026.

Tanglewood Legacy Advisors held 295 shares of Invesco S&P MidCap Value with Momentum ETF worth $20.9K as of Q2 2026.
Tanglewood Legacy Advisors 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 Tanglewood Legacy Advisors's portfolio in Q2 2026, its #209 holding.
Tanglewood Legacy Advisors first reported a position in Invesco S&P MidCap Value with Momentum ETF in Q4 2022 and has held it in 15 quarters since.
102 funds tracked by Wall St. Rank held Invesco S&P MidCap Value with Momentum ETF as of Q2 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.