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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

AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
NWMG
National Wealth Management Group Cincinnati, Ohio $323M AUM 39.23% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
KCFA
Key Client Fiduciary Advisors Fairfield, New Jersey $347M AUM 35.3% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
GC
Guidance Capital Lousville, Kentucky $468M AUM 26.09% 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.

20 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.
  • 20 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.