Wealthcare Advisory Partners’s Invesco S&P MidCap Value with Momentum ETF XMVM Stock Holding History

Wealthcare Advisory Partners’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
2023 Q1	–	Sell	-8,588	Closed	-$378K	–	749
2022 Q4	$378K	Sell	8,588 -1,260	-13%	-$55.4K	0.02%	480
2022 Q3	$381K	Sell	9,848 -1,605	-14%	-$67.4K	0.02%	430
2022 Q2	$450K	Sell	11,453 -7,894	-41%	-$348K	0.03%	345
2022 Q1	$933K	Buy	+19,347	New	+$928K	0.06%	203

Other funds holding XMVM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MTWM

Masso Torrence Wealth Management Marlton, New Jersey $240M AUM 26.41% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Wealthcare Advisory Partners's XMVM Position: Q1 2023 in Review

Wealthcare Advisory Partners sold out of Invesco S&P MidCap Value with Momentum ETF (XMVM) in Q1 2023, closing a stake of 8,588 shares — an estimated $378K sold.

Wealthcare Advisory Partners first reported a position in XMVM in Q1 2022 and held it in 4 quarters. The position peaked at $933K in Q1 2022. 59 funds tracked by Wall St. Rank hold XMVM as of Q1 2023.

Wealthcare Advisory Partners reported no remaining Invesco S&P MidCap Value with Momentum ETF position as of Q1 2023 after selling out during the quarter.
Wealthcare Advisory Partners sold 8,588 Invesco S&P MidCap Value with Momentum ETF shares in Q1 2023, an estimated $378K.
Wealthcare Advisory Partners first reported a position in Invesco S&P MidCap Value with Momentum ETF in Q1 2022 and held it in 4 quarters.
Wealthcare Advisory Partners's Invesco S&P MidCap Value with Momentum ETF position peaked at $933K in Q1 2022.
59 funds tracked by Wall St. Rank held Invesco S&P MidCap Value with Momentum ETF as of Q1 2023.

Based on Wealthcare Advisory Partners's 13F filing for Q1 2023, filed 4 May 2023.