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Wealth Enhancement Trust Services’s Invesco S&P MidCap Value with Momentum ETF XMVM Stock Holding History

Wealth Enhancement Trust Services’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 		$845K Buy
+11,914
New +$821K 0.09% 167

Other funds holding XMVM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Wealth Enhancement Trust Services's XMVM Position: Q2 2026 in Review

Wealth Enhancement Trust Services opened a new position in Invesco S&P MidCap Value with Momentum ETF (XMVM) in Q2 2026: 11,914 shares worth $845K. The stake represents 0.09% of the portfolio and ranks #167 among its holdings.

101 funds tracked by Wall St. Rank hold XMVM as of Q2 2026.

  • Wealth Enhancement Trust Services held 11,914 shares of Invesco S&P MidCap Value with Momentum ETF worth $845K as of Q2 2026.
  • Invesco S&P MidCap Value with Momentum ETF was a new Wealth Enhancement Trust Services position in Q2 2026.
  • Invesco S&P MidCap Value with Momentum ETF made up 0.09% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #167 holding.
  • 101 funds tracked by Wall St. Rank held Invesco S&P MidCap Value with Momentum ETF as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.