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

USAdvisors Wealth Management’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	$1.6M	Buy	22,543 +16,764	+290%	+$1.16M	0.46%	53
2026 Q1	$370K	Buy	+5,779	New	+$384K	0.12%	90
2023 Q2	–	Sell	-38,390	Closed	-$1.68M	–	121
2023 Q1	$1.68M	Buy	38,390 +5,005	+15%	+$230K	0.8%	34
2022 Q4	$1.47M	Buy	33,385 +5,137	+18%	+$226K	0.71%	37
2022 Q3	$1.09M	Buy	28,248 +3,359	+13%	+$141K	0.56%	46
2022 Q2	$979K	Buy	24,889 +813	+3%	+$35.8K	0.49%	50
2022 Q1	$1.16M	Sell	24,076 -2,023	-8%	-$97.1K	0.5%	51
2021 Q4	$1.27M	Buy	26,099 +1,280	+5%	+$60.9K	0.52%	43
2021 Q3	$1.11M	Buy	24,819 +14,525	+141%	+$661K	0.48%	49
2021 Q2	$466K	Buy	+10,294	New	+$479K	0.25%	71

Other funds holding XMVM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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 $9.72B AUM 29.41% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

WMWM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

USAdvisors Wealth Management's XMVM Position: Q2 2026 in Review

USAdvisors Wealth Management increased its Invesco S&P MidCap Value with Momentum ETF (XMVM) stake by 290% in Q2 2026, buying an estimated $1.16M and bringing the position to 22,543 shares worth $1.6M. The position accounts for 0.46% of the portfolio, ranked #53.

USAdvisors Wealth Management first reported a position in XMVM in Q2 2021 and has held it in 10 quarters since. The position peaked at $1.68M in Q1 2023. 101 funds tracked by Wall St. Rank hold XMVM as of Q2 2026.

USAdvisors Wealth Management held 22,543 shares of Invesco S&P MidCap Value with Momentum ETF worth $1.6M as of Q2 2026.
USAdvisors Wealth Management bought 16,764 Invesco S&P MidCap Value with Momentum ETF shares in Q2 2026, an estimated $1.16M.
Invesco S&P MidCap Value with Momentum ETF made up 0.46% of USAdvisors Wealth Management's portfolio in Q2 2026, its #53 holding.
USAdvisors Wealth Management first reported a position in Invesco S&P MidCap Value with Momentum ETF in Q2 2021 and has held it in 10 quarters since.
USAdvisors Wealth Management's Invesco S&P MidCap Value with Momentum ETF position peaked at $1.68M in Q1 2023.
101 funds tracked by Wall St. Rank held Invesco S&P MidCap Value with Momentum ETF as of Q2 2026.

Based on USAdvisors Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.