Whitaker-Myers Wealth Managers
XMVM icon

Whitaker-Myers Wealth Managers’s Invesco S&P MidCap Value with Momentum ETF XMVM Stock Holding History

Whitaker-Myers Wealth Managers’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 		$17.8M Buy
254,611
+23,646
+10% +$1.74M 2.89% 15
2026
Q2 		$16.4M Buy
230,965
+14,184
+7% +$978K 2.74% 16
2026
Q1 		$14.1M Buy
216,781
+3,271
+2% +$217K 2.81% 15
2025
Q4 		$13.7M Sell
213,510
-14,305
-6% -$885K 2.86% 15
2025
Q3 		$14M Buy
227,815
+7,825
+4% +$460K 3.06% 12
2025
Q2 		$12.2M Buy
219,990
+11,427
+5% +$604K 3.08% 13
2025
Q1 		$11M Buy
208,563
+19,636
+10% +$1.09M 3.09% 12
2024
Q4 		$10.5M Buy
188,927
+15,121
+9% +$872K 3.05% 12
2024
Q3 		$9.6M Buy
173,806
+8,182
+5% +$441K 3.2% 9
2024
Q2 		$8.55M Buy
165,624
+13,017
+9% +$680K 3.16% 9
2024
Q1 		$8.29M Buy
152,607
+19,494
+15% +$982K 3.5% 7
2023
Q4 		$6.7M Buy
133,113
+19,109
+17% +$881K 3.34% 8
2023
Q3 		$5.23M Buy
114,004
+72,118
+172% +$3.4M 3.24% 7
2023
Q2 		$1.93M Buy
41,886
+1,788
+4% +$77K 1.29% 19
2023
Q1 		$1.75M Sell
40,098
-4,897
-11% -$225K 1.36% 20
2022
Q4 		$1.98M Buy
+44,995
New +$1.98M 1.9% 14

Other funds holding XMVM

Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
ASG
Advisory Solutions Group Plymouth, Minnesota $472M AUM
USAdvisors Wealth Management
USAdvisors Wealth Management Eden Prairie, Minnesota $351M AUM 13.01% 1-Year Est. Return
Wealth Enhancement Trust Services
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
Key Client Fiduciary Advisors
Key Client Fiduciary Advisors Fairfield, New Jersey $358M AUM 21.09% 1-Year Est. Return
Breakwater Capital Group
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
LexAurum Advisors
LexAurum Advisors Overland Park, Kansas $893M AUM
Armbruster Capital Management
Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return
Sigma Planning Corp
Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

Whitaker-Myers Wealth Managers's XMVM Position: Q3 2026 in Review

Whitaker-Myers Wealth Managers increased its Invesco S&P MidCap Value with Momentum ETF (XMVM) stake by 10% in Q3 2026, buying an estimated $1.74M and bringing the position to 254,611 shares worth $17.8M. The position accounts for 2.89% of the portfolio, ranked #15.

Whitaker-Myers Wealth Managers first reported a position in XMVM in Q4 2022 and has held it in 16 quarters since. 19 funds tracked by Wall St. Rank hold XMVM as of Q3 2026.

  • Whitaker-Myers Wealth Managers held 254,611 shares of Invesco S&P MidCap Value with Momentum ETF worth $17.8M as of Q3 2026.
  • Whitaker-Myers Wealth Managers bought 23,646 Invesco S&P MidCap Value with Momentum ETF shares in Q3 2026, an estimated $1.74M.
  • Invesco S&P MidCap Value with Momentum ETF made up 2.89% of Whitaker-Myers Wealth Managers's portfolio in Q3 2026, its #15 holding.
  • Whitaker-Myers Wealth Managers first reported a position in Invesco S&P MidCap Value with Momentum ETF in Q4 2022 and has held it in 16 quarters since.
  • 19 funds tracked by Wall St. Rank held Invesco S&P MidCap Value with Momentum ETF as of Q3 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.