Wealth Enhancement Trust Services
XMVM icon

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
Q3 		$1.68M Buy
24,102
+12,188
+102% +$897K 0.18% 111
2026
Q2 		$845K Buy
+11,914
New +$821K 0.09% 167

Other funds holding XMVM

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Whitaker-Myers Wealth Managers
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Sovran Advisors
Sovran Advisors San Diego, California $1.45B AUM 13.87% 1-Year Est. Return
WESCAP Management Group
WESCAP Management Group Glendale, California $531M AUM 12.83% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Everest Financial Group
Everest Financial Group Minneapolis, Minnesota $836M AUM 43.96% 1-Year Est. Return

Wealth Enhancement Trust Services's XMVM Position: Q3 2026 in Review

Wealth Enhancement Trust Services increased its Invesco S&P MidCap Value with Momentum ETF (XMVM) stake by 102% in Q3 2026, buying an estimated $897K and bringing the position to 24,102 shares worth $1.68M. The position accounts for 0.18% of the portfolio, ranked #111.

Wealth Enhancement Trust Services first reported a position in XMVM in Q2 2026 and has held it in 2 quarters since. 60 funds tracked by Wall St. Rank hold XMVM as of Q3 2026.

  • Wealth Enhancement Trust Services held 24,102 shares of Invesco S&P MidCap Value with Momentum ETF worth $1.68M as of Q3 2026.
  • Wealth Enhancement Trust Services bought 12,188 Invesco S&P MidCap Value with Momentum ETF shares in Q3 2026, an estimated $897K.
  • Invesco S&P MidCap Value with Momentum ETF made up 0.18% of Wealth Enhancement Trust Services's portfolio in Q3 2026, its #111 holding.
  • Wealth Enhancement Trust Services first reported a position in Invesco S&P MidCap Value with Momentum ETF in Q2 2026 and has held it in 2 quarters since.
  • 60 funds tracked by Wall St. Rank held Invesco S&P MidCap Value with Momentum ETF as of Q3 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q3 2026, filed 7 Oct 2026.