Waverly Advisors’s Invesco S&P MidCap Value with Momentum ETF XMVM Stock Holding History

Waverly Advisors’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	$577K	Sell	8,136 -217	-3%	-$15K	﹤0.01%	1109
2026 Q1	$544K	Buy	8,353 +61	+0.7%	+$4.05K	﹤0.01%	1050
2025 Q4	$532K	Buy	8,292 +134	+2%	+$8.29K	﹤0.01%	980
2025 Q3	$503K	Buy	8,158 +1,461	+22%	+$86K	0.01%	849
2025 Q2	$373K	Buy	6,697 +510	+8%	+$27K	﹤0.01%	897
2025 Q1	$326K	Buy	6,187 +1,184	+24%	+$65.6K	﹤0.01%	900
2024 Q4	$277K	Buy	+5,003	New	+$288K	﹤0.01%	845

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

Waverly Advisors's XMVM Position: Q2 2026 in Review

Waverly Advisors reduced its Invesco S&P MidCap Value with Momentum ETF (XMVM) stake by 2.6% in Q2 2026, selling an estimated $15K and leaving 8,136 shares worth $577K. The position accounts for ﹤0.01% of the portfolio, ranked #1109.

Waverly Advisors first reported a position in XMVM in Q4 2024 and has held it in 7 quarters since. 102 funds tracked by Wall St. Rank hold XMVM as of Q2 2026.

Waverly Advisors held 8,136 shares of Invesco S&P MidCap Value with Momentum ETF worth $577K as of Q2 2026.
Waverly Advisors sold 217 Invesco S&P MidCap Value with Momentum ETF shares in Q2 2026, an estimated $15K.
Invesco S&P MidCap Value with Momentum ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1109 holding.
Waverly Advisors first reported a position in Invesco S&P MidCap Value with Momentum ETF in Q4 2024 and has held it in 7 quarters since.
102 funds tracked by Wall St. Rank held Invesco S&P MidCap Value with Momentum ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.