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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$373K Buy
6,697
+510
+8% +$28.4K ﹤0.01% 896
2025
Q1 		$326K Buy
6,187
+1,184
+24% +$62.4K ﹤0.01% 900
2024
Q4 		$277K Buy
+5,003
New +$277K ﹤0.01% 843