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

Uniting Wealth Partners’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
2025
Q1 		– Sell
-103,572
Closed -$5.74M – 127
2024
Q4 		$5.74M Buy
+103,572
New +$5.97M 2.77% 8

Other funds holding XMVM

AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Uniting Wealth Partners's XMVM Position: Q1 2025 in Review

Uniting Wealth Partners sold out of Invesco S&P MidCap Value with Momentum ETF (XMVM) in Q1 2025, closing a stake of 103,572 shares — an estimated $5.74M sold.

Uniting Wealth Partners first reported a position in XMVM in Q4 2024 and held it in 1 quarter. The position peaked at $5.74M in Q4 2024. 65 funds tracked by Wall St. Rank hold XMVM as of Q1 2025.

  • Uniting Wealth Partners reported no remaining Invesco S&P MidCap Value with Momentum ETF position as of Q1 2025 after selling out during the quarter.
  • Uniting Wealth Partners sold 103,572 Invesco S&P MidCap Value with Momentum ETF shares in Q1 2025, an estimated $5.74M.
  • Uniting Wealth Partners first reported a position in Invesco S&P MidCap Value with Momentum ETF in Q4 2024 and held it in 1 quarter.
  • Uniting Wealth Partners's Invesco S&P MidCap Value with Momentum ETF position peaked at $5.74M in Q4 2024.
  • 65 funds tracked by Wall St. Rank held Invesco S&P MidCap Value with Momentum ETF as of Q1 2025.

Based on Uniting Wealth Partners's 13F filing for Q1 2025, filed 25 Apr 2025.