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Public ownership evidence

Invesco S&P MidCap Value with Momentum ETF (XMVM) Ownership Disclosures

Read XMVM insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-10T07:40:50.020Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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CARLSON FINANCIAL, INC.2026-06-302026-08-255,025$356,151None
CARLSON FINANCIAL, INC.2026-03-312026-08-254,984$324,523None
CARLSON FINANCIAL, INC.2025-12-312026-08-254,783$306,848None
Equitable Holdings, Inc.2026-06-302026-08-1859,209$4,199,114None
J.M. Arbour, LLC2026-06-302026-08-158,682$615,727None
Ameritas Advisory Services, LLC2026-06-302026-08-152,926$207,528None
Foundations Investment Advisors, LLC2026-06-302026-08-15270,136$19,158,065None
Foundations Investment Advisors, LLC2026-06-302026-08-1516,448$1,166,492None
IFG Advisory, LLC2026-06-302026-08-15747$52,983None
OSAIC HOLDINGS, INC.2026-06-302026-08-15145$10,283None
OSAIC HOLDINGS, INC.2026-06-302026-08-151,459$103,472None
OSAIC HOLDINGS, INC.2026-06-302026-08-1566,058$4,687,904None
Betterment LLC2026-06-302026-08-1513,060$926,000None
JANE STREET GROUP, LLC2026-06-302026-08-153,331$236,235None
Waverly Advisors, LLC2026-06-302026-08-158,136$577,005None
Thrivent Financial for Lutherans2026-06-302026-08-1546,118$3,271,000None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-1555,906$4,000,665None
AMERIPRISE FINANCIAL INC2026-06-302026-08-159,705$688,279None
AMERIPRISE FINANCIAL INC2026-06-302026-08-15258,410$18,325,537None
Ausdal Financial Partners, Inc.2026-06-302026-08-1527,699$1,964,413None
ROYAL BANK OF CANADA2026-06-302026-08-1575,313$5,341,000None
ROYAL BANK OF CANADA2026-06-302026-08-15354$25,000None
CITADEL ADVISORS LLC2026-06-302026-08-1518,493$1,311,524None
NATIXIS ADVISORS, LLC2026-06-302026-08-1513,000$921,000None
TWO SIGMA INVESTMENTS, LP2026-06-302026-08-1510,300$730,476None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15238,784$16,934,562None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1543,401$3,078,000None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1544,562$3,160,304None
WELLS FARGO & COMPANY/MN2026-06-302026-08-151,225$86,880None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15545,412$38,680,619None
BANK OF AMERICA CORP /DE/2026-06-302026-08-157,492$531,333None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1577,617$5,504,616None
Sanctuary Advisors, LLC2026-06-302026-08-1423,611$1,674,492None
CreativeOne Wealth, LLC2026-06-302026-08-143,771$267,439None
Steward Partners Investment Advisory, LLC2026-06-302026-08-141,339$94,962None
UBS Group AG2026-06-302026-08-143,900$276,588None
Beacon Capital Management, Inc.2026-06-302026-08-14382$27,091None
HANTZ FINANCIAL SERVICES, INC.2026-06-302026-08-14337$24,000None
CAPTRUST FINANCIAL ADVISORS2026-06-302026-08-1453,660$3,805,567None
VANGUARD ADVISERS INC2026-06-302026-08-1483$5,886None
MORGAN STANLEY2026-06-302026-08-14229,063$16,245,214None
MORGAN STANLEY2026-06-302026-08-14223$15,815None
MORGAN STANLEY2026-06-302026-08-141$81None
FMR LLC2026-06-302026-08-141,634$115,874None
Integrated Wealth Concepts LLC2026-06-302026-08-13738$52,363None
Cetera Investment Advisers2026-06-302026-08-1392,254$6,542,646None
NewEdge Advisors, LLC2026-06-302026-08-13316$22,411None
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2026-06-302026-08-13177,881$12,615,336None
Independent Advisor Alliance2026-06-302026-08-135,718$405,521None
BESSEMER GROUP INC2026-06-302026-08-133,339$237,000None

90-day public filing window, up to 50 source positions.

CARLSON FINANCIAL, INC. ↗CARLSON FINANCIAL, INC. ↗CARLSON FINANCIAL, INC. ↗Equitable Holdings, Inc. ↗J.M. Arbour, LLC ↗Ameritas Advisory Services, LLC ↗Foundations Investment Advisors, LLC ↗Foundations Investment Advisors, LLC ↗IFG Advisory, LLC ↗OSAIC HOLDINGS, INC. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.