Thoroughbred Financial Services’s Invesco S&P MidCap Value with Momentum ETF XMVM Stock Holding History

Thoroughbred Financial Services’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	$992K	Sell	13,992 -365	-3%	-$25.2K	0.05%	317
2026 Q1	$934K	Sell	14,357 -925	-6%	-$61.5K	0.06%	294
2025 Q4	$980K	Sell	15,282 -152	-1%	-$9.4K	0.06%	282
2025 Q3	$951K	Sell	15,434 -340	-2%	-$20K	0.06%	286
2025 Q2	$877K	Buy	+15,774	New	+$834K	0.06%	293

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

Thoroughbred Financial Services's XMVM Position: Q2 2026 in Review

Thoroughbred Financial Services reduced its Invesco S&P MidCap Value with Momentum ETF (XMVM) stake by 2.5% in Q2 2026, selling an estimated $25.2K and leaving 13,992 shares worth $992K. The position accounts for 0.05% of the portfolio, ranked #317.

Thoroughbred Financial Services first reported a position in XMVM in Q2 2025 and has held it in 5 quarters since. 102 funds tracked by Wall St. Rank hold XMVM as of Q2 2026.

Thoroughbred Financial Services held 13,992 shares of Invesco S&P MidCap Value with Momentum ETF worth $992K as of Q2 2026.
Thoroughbred Financial Services sold 365 Invesco S&P MidCap Value with Momentum ETF shares in Q2 2026, an estimated $25.2K.
Invesco S&P MidCap Value with Momentum ETF made up 0.05% of Thoroughbred Financial Services's portfolio in Q2 2026, its #317 holding.
Thoroughbred Financial Services first reported a position in Invesco S&P MidCap Value with Momentum ETF in Q2 2025 and has held it in 5 quarters since.
102 funds tracked by Wall St. Rank held Invesco S&P MidCap Value with Momentum ETF as of Q2 2026.

Based on Thoroughbred Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.