Ownership history in Avior Wealth Management, LLC · 7 quarters on record
This page tracks every 13F SEC filing in which Avior Wealth Management, LLC reported a position in INVESCO S&P MIDCAP VALUE WITH MOMENTUM ETF (XMVM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 507,916 | -7,648 | -1.5% | 1.02% | $32.6M | $64.16 |
| 2025 Q3 | REDUCED | 515,564 | -5,531 | -1.1% | 1.02% | $31.8M | $61.36 |
| 2025 Q2 | ADDED | 521,095 | +12,817 | +2.5% | 1.00% | $29.0M | $55.11 |
| 2025 Q1 | REDUCED | 508,278 | -13,055 | -2.5% | 1.02% | $26.8M | $51.92 |
| 2024 Q4 | ADDED | 521,333 | +23,494 | +4.7% | 1.06% | $28.9M | $54.16 |
| 2024 Q3 | ADDED | 497,839 | +165,811 | +49.9% | 1.10% | $27.6M | $53.95 |
| 2024 Q2 | INITIATED | 332,028 | — | — | 0.74% | $17.1M | — |
As of 2025 Q4 — sorted by position size