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 Q3	$1.82M	Buy	26,162 +3,619	+16%	+$266K	0.52%	42
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%	38
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	$1.28M	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

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

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

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

ASG

Advisory Solutions Group Plymouth, Minnesota $472M AUM

Roman Butler Fullerton & Co St Louis, Missouri $436M AUM 25.02% 1-Year Est. Return

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

Key Client Fiduciary Advisors Fairfield, New Jersey $358M AUM 21.09% 1-Year Est. Return

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

LexAurum Advisors Overland Park, Kansas $893M AUM

Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return

USAdvisors Wealth Management's XMVM Position: Q3 2026 in Review

USAdvisors Wealth Management increased its Invesco S&P MidCap Value with Momentum ETF (XMVM) stake by 16% in Q3 2026, buying an estimated $266K and bringing the position to 26,162 shares worth $1.82M. The position accounts for 0.52% of the portfolio, ranked #42.

USAdvisors Wealth Management first reported a position in XMVM in Q2 2021 and has held it in 11 quarters since. 21 funds tracked by Wall St. Rank hold XMVM as of Q3 2026.

USAdvisors Wealth Management held 26,162 shares of Invesco S&P MidCap Value with Momentum ETF worth $1.82M as of Q3 2026.
USAdvisors Wealth Management bought 3,619 Invesco S&P MidCap Value with Momentum ETF shares in Q3 2026, an estimated $266K.
Invesco S&P MidCap Value with Momentum ETF made up 0.52% of USAdvisors Wealth Management's portfolio in Q3 2026, its #42 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 11 quarters since.
21 funds tracked by Wall St. Rank held Invesco S&P MidCap Value with Momentum ETF as of Q3 2026.

Based on USAdvisors Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.