XMVM β€” INVESCO S & P MIDCAP VALUE WITH MOMENTUM ETF

Ownership history in Comprehensive Financial Planning, Inc./PA  Β·  6 quarters on record

AI Ownership Summary

Comprehensive Financial Planning, Inc./PA reported INVESCO S & P MIDCAP VALUE WITH MOMENTUM ETF (XMVM) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.3% in 2025 Q1. The latest visible filing shows XMVM at 0.27% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this XMVM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Comprehensive Financial Planning, Inc./PA's position in INVESCO S & P MIDCAP VALUE WITH MOMENTUM ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

XMVM was reported at 0.27% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.3% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

XMVM stock page Comprehensive Financial Planning, Inc./PA fund profile Comprehensive Financial Planning, Inc./PA full holdings
How Comprehensive Financial Planning, Inc./PA held XMVM β€” position size vs. price
% of Fund (quarterly)    XMVM price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 5,890 +37 +0.6% 0.27% $384K 2026-04-07 $66.22
2025 Q4 ADDED 5,853 +25 +0.4% 0.25% $376K 2026-02-11 $68.75
2025 Q3 ADDED 5,828 +29 +0.5% 0.25% $359K 2025-11-12 $60.48
2025 Q2 ADDED 5,799 +36 +0.6% 0.25% $323K 2025-08-08 $55.01
2025 Q1 ADDED 5,763 +41 +0.7% 0.30% $304K 2025-05-09 $52.09
2024 Q4 INITIATED 5,722 β€” β€” 0.27% $317K 2025-01-29 $55.80

🏒 Other funds also holding XMVM

As of 2026 Q1 β€” sorted by position size

Whitaker-Myers Wealth Managers, LTD. 3Y 2.81% Avior Wealth Management, LLC 3Y 7Y 0.97% Key Client Fiduciary Advisors, LLC 3Y 0.15% Central Pacific Bank - Trust Division 0.0%

FAQ About Comprehensive Financial Planning, Inc./PA and XMVM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Comprehensive Financial Planning, Inc./PA reported owning XMVM?

Comprehensive Financial Planning, Inc./PA reported XMVM across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported XMVM position in Comprehensive Financial Planning, Inc./PA's portfolio?

The largest reported portfolio weight for XMVM was 0.30% in 2025 Q1.

What is the latest reported XMVM position on this page?

The most recent filing on this page is 2026 Q1, when Comprehensive Financial Planning, Inc./PA reported 5,890 shares, equal to 0.27% of portfolio, with an estimated market value of $384K.

What does the chart on this XMVM ownership page compare?

The chart compares Comprehensive Financial Planning, Inc./PA's quarterly XMVM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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