We are live on ! Find out more
XMVM icon

Invesco S&P MidCap Value with Momentum ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CreativeOne Wealth
51
CreativeOne Wealth
Kansas
$250K +$241K +3,898 New
RFG Advisory
52
RFG Advisory
Alabama
$233K +$224K +3,628 New
MWM
53
MOR Wealth Management
Pennsylvania
$225K +$217K +3,513 New
Benjamin Edwards Inc
54
Benjamin Edwards Inc
Missouri
$225K – – –
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$202K +$195K +3,147 New
Kestra Advisory Services
56
Kestra Advisory Services
Texas
$134K +$129K +2,083 New
US Bancorp
57
US Bancorp
Minnesota
$130K -$433 -7 -0.3%
TWD
58
True Wealth Design
Ohio
$107K – – –
SWM
59
SHP Wealth Management
Massachusetts
$103K +$99.4K +1,608 New
Steward Partners Investment Advisory
60
Steward Partners Investment Advisory
New York
$85.9K – – –
IAIM
61
International Assets Investment Management
Florida
$76.4K +$73.7K +1,191 New
Geneos Wealth Management
62
Geneos Wealth Management
Colorado
$71K +$37.7K +610 +123%
HIA
63
Harbor Investment Advisory
Maryland
$52.9K – – –
PTC
64
Private Trust Company
Ohio
$44.5K +$13.6K +220 +46%
IFP Advisors
65
IFP Advisors
Florida
$43.1K +$41.5K +671 New
Fidelity Investments
66
Fidelity Investments
Massachusetts
$40.7K +$371 +6 +1%
OWP
67
ORG Wealth Partners
Texas
$32K – – –
Harbour Investments
68
Harbour Investments
Wisconsin
$27.8K – – –
BCMIO
69
Beacon Capital Management Inc (Ohio)
Ohio
$24.4K -$186 -3 -0.8%
Hantz Financial Services
70
Hantz Financial Services
Michigan
$22K – – –
NewEdge Advisors
71
NewEdge Advisors
Louisiana
$20.3K – – –
NWM
72
Nova Wealth Management
Florida
$19.6K – – –
MAI Capital Management
73
MAI Capital Management
Ohio
$19K – – –
TLA
74
Tanglewood Legacy Advisors
Texas
$18.9K – – –
SS
75
Sunbelt Securities
Texas
$6.48K – – –