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 Q3	–	Sell	-65	Closed	-$4.61K	–	1112
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 $3.79B AUM 15.36% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

ASG

Advisory Solutions Group Plymouth, Minnesota $472M AUM

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

HIA

Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Thurston Springer Miller Herd & Titak's XMVM Position: Q3 2026 in Review

Thurston Springer Miller Herd & Titak sold out of Invesco S&P MidCap Value with Momentum ETF (XMVM) in Q3 2026, closing a stake of 65 shares — an estimated $4.61K sold.

Thurston Springer Miller Herd & Titak first reported a position in XMVM in Q4 2025 and held it in 3 quarters. The position peaked at $4.61K in Q2 2026. 12 funds tracked by Wall St. Rank hold XMVM as of Q3 2026.

Thurston Springer Miller Herd & Titak reported no remaining Invesco S&P MidCap Value with Momentum ETF position as of Q3 2026 after selling out during the quarter.
Thurston Springer Miller Herd & Titak sold 65 Invesco S&P MidCap Value with Momentum ETF shares in Q3 2026, an estimated $4.61K.
Thurston Springer Miller Herd & Titak first reported a position in Invesco S&P MidCap Value with Momentum ETF in Q4 2025 and held it in 3 quarters.
Thurston Springer Miller Herd & Titak's Invesco S&P MidCap Value with Momentum ETF position peaked at $4.61K in Q2 2026.
12 funds tracked by Wall St. Rank held Invesco S&P MidCap Value with Momentum ETF as of Q3 2026.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q3 2026, filed 14 Oct 2026.