Thrivent Financial for Lutherans
XMVM icon

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
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

LPL Financial
LPL Financial San Diego, California $377B 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 $8.07B 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 $432B 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

Thrivent Financial for Lutherans's XMVM Position: Q1 2026 in Review

Thrivent Financial for Lutherans increased its Invesco S&P MidCap Value with Momentum ETF (XMVM) stake by 0.84% in Q1 2026, buying an estimated $25.3K and bringing the position to 45,701 shares worth $2.98M. The position accounts for 0.01% of the portfolio, ranked #1178.

Thrivent Financial for Lutherans first reported a position in XMVM in Q4 2024 and has held it in 4 quarters since. 95 funds tracked by Wall St. Rank hold XMVM as of Q1 2026.

  • Thrivent Financial for Lutherans held 45,701 shares of Invesco S&P MidCap Value with Momentum ETF worth $2.98M as of Q1 2026.
  • Thrivent Financial for Lutherans bought 381 Invesco S&P MidCap Value with Momentum ETF shares in Q1 2026, an estimated $25.3K.
  • Invesco S&P MidCap Value with Momentum ETF made up 0.01% of Thrivent Financial for Lutherans's portfolio in Q1 2026, its #1178 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 4 quarters since.
  • 95 funds tracked by Wall St. Rank held Invesco S&P MidCap Value with Momentum ETF as of Q1 2026.

Based on Thrivent Financial for Lutherans's 13F filing for Q1 2026, filed 1 May 2026.