Thrivent Financial for Lutherans’s Invesco S&P MidCap Value with Momentum ETF XMVM Stock Holding History

Thrivent Financial for Lutherans’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	$3.27M	Buy	46,118 +417	+0.9%	+$28.7K	0.01%	1205
2026 Q1	$2.98M	Buy	45,701 +381	+0.8%	+$25.3K	0.01%	1178
2025 Q4	$2.91M	Buy	+45,320	New	+$2.8M	0.01%	1219
2025 Q3	–	Sell	-6,642	Closed	-$369K	–	2637
2025 Q2	$369K	Buy	+6,642	New	+$351K	﹤0.01%	2249
2025 Q1	–	Sell	-6,756	Closed	-$374K	–	2569
2024 Q4	$374K	Buy	+6,756	New	+$389K	﹤0.01%	2352

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

Thrivent Financial for Lutherans's XMVM Position: Q2 2026 in Review

Thrivent Financial for Lutherans increased its Invesco S&P MidCap Value with Momentum ETF (XMVM) stake by 0.91% in Q2 2026, buying an estimated $28.7K and bringing the position to 46,118 shares worth $3.27M. The position accounts for 0.01% of the portfolio, ranked #1205.

Thrivent Financial for Lutherans first reported a position in XMVM in Q4 2024 and has held it in 5 quarters since. 102 funds tracked by Wall St. Rank hold XMVM as of Q2 2026.

Thrivent Financial for Lutherans held 46,118 shares of Invesco S&P MidCap Value with Momentum ETF worth $3.27M as of Q2 2026.
Thrivent Financial for Lutherans bought 417 Invesco S&P MidCap Value with Momentum ETF shares in Q2 2026, an estimated $28.7K.
Invesco S&P MidCap Value with Momentum ETF made up 0.01% of Thrivent Financial for Lutherans's portfolio in Q2 2026, its #1205 holding.
Thrivent Financial for Lutherans first reported a position in Invesco S&P MidCap Value with Momentum ETF in Q4 2024 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 Thrivent Financial for Lutherans's 13F filing for Q2 2026, filed 14 Aug 2026.