World Investment Advisors’s Invesco S&P MidCap Value with Momentum ETF XMVM Stock Holding History

World Investment Advisors’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
2025 Q1	–	Sell	-16,791	Closed	-$931K	–	1120
2024 Q4	$931K	Buy	+16,791	New	+$968K	0.03%	490
2023 Q2	–	Sell	-22,669	Closed	-$989K	–	272
2023 Q1	$989K	Sell	22,669 -3,951	-15%	-$181K	0.21%	83
2022 Q4	$1.17M	Buy	+26,620	New	+$1.17M	0.27%	68
2022 Q2	–	Sell	-5,373	Closed	-$259K	–	294
2022 Q1	$259K	Sell	5,373 -1,159	-18%	-$55.6K	0.05%	216
2021 Q4	$317K	Sell	6,532 -5,912	-48%	-$281K	0.07%	199
2021 Q3	$556K	Sell	12,444 -1,313	-10%	-$59.8K	0.13%	120
2021 Q2	$624K	Buy	+13,757	New	+$640K	0.14%	105

Other funds holding XMVM

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

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

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

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

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

World Investment Advisors's XMVM Position: Q1 2025 in Review

World Investment Advisors sold out of Invesco S&P MidCap Value with Momentum ETF (XMVM) in Q1 2025, closing a stake of 16,791 shares — an estimated $931K sold.

World Investment Advisors first reported a position in XMVM in Q2 2021 and held it in 7 quarters. The position peaked at $1.17M in Q4 2022. 65 funds tracked by Wall St. Rank hold XMVM as of Q1 2025.

World Investment Advisors reported no remaining Invesco S&P MidCap Value with Momentum ETF position as of Q1 2025 after selling out during the quarter.
World Investment Advisors sold 16,791 Invesco S&P MidCap Value with Momentum ETF shares in Q1 2025, an estimated $931K.
World Investment Advisors first reported a position in Invesco S&P MidCap Value with Momentum ETF in Q2 2021 and held it in 7 quarters.
World Investment Advisors's Invesco S&P MidCap Value with Momentum ETF position peaked at $1.17M in Q4 2022.
65 funds tracked by Wall St. Rank held Invesco S&P MidCap Value with Momentum ETF as of Q1 2025.

Based on World Investment Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.