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Disclosery

XMVM INVESCO EXCHANGE TRADED FD T

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S&P MDCP VLU MNT (fund)

68 managers (68 13F filers) reported a position in XMVM shares at 2024-12-31, 2,899,981 shares in all. 10 filers opened a position and 6 filers sold out during the quarter.

Managers
68
13F filers
68
New
10
Added
23
Reduced
13
Sold out
6
Shares held by filers
2,899,981

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Avior Wealth Management, LLC521,333$28.9M1.06%+23,49413F-HRTimeline
LPL Financial LLC413,796$22.9M0.01%+14,87013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/267,438$14.8M<0.01%+10,10513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY237,262$13.1M<0.01%+15,10613F-HR/ATimelineGroup
Whitaker-Myers Wealth Managers, LTD.188,927$10.5M3.05%+15,12113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC180,023$9.98M<0.01%+72,41413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC133,427$7.39M<0.01%13F-HR/ATimelineGroup
Uniting Wealth Partners, LLC103,572$5.74M2.77%13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC91,515$5.07M0.01%+44413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA74,668$4.14M<0.01%-5,18613F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS61,675$3.42M0.01%+6,94513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC46,637$2.58M0.09%+23,87813F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…42,792$2.37M0.08%+2,11813F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC38,057$2.11M<0.01%+41913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN37,379$2.07M<0.01%-92613F-HRTimelineGroup
Atria Wealth Solutions, Inc.37,114$2.06M0.02%-32,52113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.35,804$1.98M<0.01%-87,80213F-HR/ATimelineGroup
MONEY CONCEPTS CAPITAL CORP29,573$1.64M0.12%-1,72013F-HRTimeline
GUIDANCE CAPITAL, INC27,137$1.55M0.47%+2,55213F-HRTimeline
Cetera Investment Advisers25,738$1.43M<0.01%-41413F-HRTimeline
Cambridge Investment Research Advisors,…25,588$1.42M<0.01%+3,99813F-HRTimeline
Sanctuary Advisors, LLC23,611$1.37M0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…21,088$1.17M<0.01%+2,77413F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED21,050$1.16M0.11%new13F-HRTimeline
Breakwater Capital Group18,928$1.05M0.21%+53613F-HRTimeline
World Investment Advisors16,791$931K0.03%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC14,522$805K<0.01%-34413F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…13,145$728K<0.01%-3,06413F-HRTimelineGroup
MML INVESTORS SERVICES, LLC12,242$678K<0.01%-33113F-HRTimeline
Financial Advocates Investment Manageme…10,194$565K0.03%-1,11113F-HRTimeline
Institute for Wealth Management, LLC.10,151$563K0.07%+213F-HRTimeline
Integrated Wealth Concepts LLC10,142$562K0.01%-27313F-HRTimeline
Armbruster Capital Management, Inc.8,749$485K0.1%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.8,630$478K<0.01%+32913F-HRTimelineGroup
Cornerstone Wealth Management, LLC8,184$454K0.03%-17713F-HRTimeline
Sigma Planning Corp7,552$419K0.01%-1,55013F-HRTimeline
Mariner, LLCin group Mariner, LLC7,431$412K<0.01%+16613F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…6,756$374K<0.01%new13F-HRTimelineGroup
SILVERLAKE WEALTH MANAGEMENT LLC5,870$325K0.13%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP5,759$319K<0.01%+4,09013F-HRTimelineGroup
Comprehensive Financial Planning, Inc./…5,722$317K0.27%13F-HRTimeline
UBS Group AGin group UBS Group AG5,656$313K<0.01%+61813F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC5,302$294K0.01%+5913F-HRTimelineGroup
Ullmann Wealth Partners Group, LLC5,283$293K0.04%013F-HRTimeline
Waverly Advisors, LLC5,003$277K<0.01%new13F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…4,831$268K0.01%new13F-HRTimelineGroup
Ausdal Financial Partners, Inc.4,563$253K0.02%new13F-HRTimeline
Parcion Private Wealth LLC4,046$224K0.02%new13F-HRTimeline
True Wealth Design, LLC1,665$92.3K0.04%013F-HRTimeline
Nova Wealth Management, Inc.1,498$83K0.07%13F-HRTimeline
Steward Partners Investment Advisory, L…1,339$74.2K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.852$47.2K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC825$45.7K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC628$34.8K<0.01%+8913F-HRTimelineGroup
CWM, LLCin group CWM, LLC500$28K<0.01%new13F-HRTimelineGroup
ORG Partners LLC499$27.7K<0.01%+113F-HRTimeline
NewEdge Advisors, LLC316$17.5K<0.01%013F-HRTimeline
MAI Capital Management296$16.4K<0.01%new13F-HRTimeline
Tanglewood Legacy Advisors, LLC295$16.3K0.01%013F-HRTimeline
Geneos Wealth Management Inc.125$6.93K<0.01%013F-HRTimeline
Ridgewood Investments LLC120$6.65K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.118$6.55K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC100$5.54K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.77$4.27K<0.01%013F-HRTimeline
AE Wealth Management LLC58$3.21K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC13$720<0.01%013F-HRTimeline
Founders Financial Alliance, LLC1$55<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.