True Wealth Design’s Invesco S&P MidCap Value with Momentum ETF XMVM Stock Holding History

True Wealth Design’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	$116K	Hold	1,665	–	–	0.03%	239
2026 Q2	$118K	Hold	1,665	–	–	0.03%	213
2026 Q1	$108K	Hold	1,665	–	–	0.03%	191
2025 Q4	$107K	Hold	1,665	–	–	0.03%	172
2025 Q3	$103K	Hold	1,665	–	–	0.03%	160
2025 Q2	$92.6K	Hold	1,665	–	–	0.03%	117
2025 Q1	$87.8K	Hold	1,665	–	–	0.03%	106
2024 Q4	$92.3K	Hold	1,665	–	–	0.04%	77
2024 Q3	$92.3K	Hold	1,665	–	–	0.04%	67
2024 Q2	$86K	Hold	1,665	–	–	0.02%	143
2024 Q1	$90.4K	Hold	1,665	–	–	0.02%	141
2023 Q4	$83.8K	Hold	1,665	–	–	0.02%	138
2023 Q3	$76.3K	Hold	1,665	–	–	0.03%	138
2023 Q2	$76.8K	Hold	1,665	–	–	0.03%	139
2023 Q1	$72.7K	Hold	1,665	–	–	0.03%	146
2022 Q4	$73.3K	Buy	+1,665	New	+$73.2K	0.03%	137

Other funds holding XMVM

AWM

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

IFG

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

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 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

CAIM

Catherine Avery Investment Management Longboat Key, Florida $116M AUM 31.75% 1-Year Est. Return

True Wealth Design's XMVM Position: Q3 2026 in Review

True Wealth Design held its Invesco S&P MidCap Value with Momentum ETF (XMVM) position steady in Q3 2026 at 1,665 shares worth $116K. The position accounts for 0.03% of the portfolio, ranked #239.

True Wealth Design first reported a position in XMVM in Q4 2022 and has held it in 16 quarters since. The position peaked at $118K in Q2 2026. 12 funds tracked by Wall St. Rank hold XMVM as of Q3 2026.

True Wealth Design held 1,665 shares of Invesco S&P MidCap Value with Momentum ETF worth $116K as of Q3 2026.
True Wealth Design left its Invesco S&P MidCap Value with Momentum ETF share count unchanged in Q3 2026.
Invesco S&P MidCap Value with Momentum ETF made up 0.03% of True Wealth Design's portfolio in Q3 2026, its #239 holding.
True Wealth Design first reported a position in Invesco S&P MidCap Value with Momentum ETF in Q4 2022 and has held it in 16 quarters since.
True Wealth Design's Invesco S&P MidCap Value with Momentum ETF position peaked at $118K 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 True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.