Thurston Springer Miller Herd & Titak’s Invesco S&P MidCap Value with Momentum ETF XMVM Stock Holding History

Thurston Springer Miller Herd & Titak’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	$4.61K	Hold	65	–	–	﹤0.01%	1002
2026 Q1	$4.23K	Hold	65	–	–	﹤0.01%	1075
2025 Q4	$4.17K	Buy	+65	New	+$4.02K	﹤0.01%	1125

Other funds holding XMVM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

LexAurum Advisors Overland Park, Kansas $866M AUM

National Wealth Management Group Cincinnati, Ohio $323M AUM 39.23% 1-Year Est. Return

Key Client Fiduciary Advisors Fairfield, New Jersey $343M AUM 35.3% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return