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 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $8.07B AUM 24.97% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

WMWM

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

ACM

Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return

USAdvisors Wealth Management's XMVM Position: Q1 2026 in Review

USAdvisors Wealth Management opened a new position in Invesco S&P MidCap Value with Momentum ETF (XMVM) in Q1 2026: 5,779 shares worth $370K. The stake represents 0.12% of the portfolio and ranks #90 among its holdings. This is a return to the name: USAdvisors Wealth Management previously reported a position in XMVM as recently as Q1 2023.

USAdvisors Wealth Management first reported a position in XMVM in Q2 2021 and has held it in 9 quarters since. The position peaked at $1.68M in Q1 2023. 95 funds tracked by Wall St. Rank hold XMVM as of Q1 2026.

USAdvisors Wealth Management held 5,779 shares of Invesco S&P MidCap Value with Momentum ETF worth $370K as of Q1 2026.
Invesco S&P MidCap Value with Momentum ETF was a new USAdvisors Wealth Management position in Q1 2026.
Invesco S&P MidCap Value with Momentum ETF made up 0.12% of USAdvisors Wealth Management's portfolio in Q1 2026, its #90 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 9 quarters since.
USAdvisors Wealth Management's Invesco S&P MidCap Value with Momentum ETF position peaked at $1.68M in Q1 2023.
95 funds tracked by Wall St. Rank held Invesco S&P MidCap Value with Momentum ETF as of Q1 2026.

Based on USAdvisors Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.