Solutions 4 Wealth, Ltd XMVM — INVESCO EXCHANGE TRADED FD T

Ownership history in Solutions 4 Wealth, Ltd  ·  3 quarters on record

AI Ownership Summary

Solutions 4 Wealth, Ltd reported INVESCO EXCHANGE TRADED FD T (XMVM) in 3 quarterly 13F filings from 2025 Q4 through 2026 Q2. Peak portfolio weight reached 1.59% in 2026 Q2. The latest visible filing shows XMVM at 1.59% 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 Solutions 4 Wealth, Ltd's position in INVESCO EXCHANGE TRADED FD T, 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 Q2

XMVM was reported at 1.59% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.59% in 2026 Q2

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

Time in book
Holding Window
2025 Q4 to 2026 Q2

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.

How Solutions 4 Wealth, Ltd held XMVM — position size vs. price
% of Fund (quarterly)    XMVM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 17,419 +3,260 +23.0% 1.59% $1.2M 2026-07-29 $74.41
2026 Q1 ADDED — — — 14,159 +8,891 +168.8% 1.39% $922K 2026-05-05 $68.48
2025 Q4 INITIATED — — — 5,268 — — 0.51% $338K 2026-02-09 $68.00

🏢 Other funds also holding XMVM

As of 2026 Q3 — sorted by position size

Central Pacific Bank - Trust Division 0.0%

FAQ About Solutions 4 Wealth, Ltd and XMVM

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

How long has Solutions 4 Wealth, Ltd reported owning XMVM?

Solutions 4 Wealth, Ltd reported XMVM across 3 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

What was the largest reported XMVM position in Solutions 4 Wealth, Ltd's portfolio?

The largest reported portfolio weight for XMVM was 1.59% in 2026 Q2.

What is the latest reported XMVM position on this page?

The most recent filing on this page is 2026 Q2, when Solutions 4 Wealth, Ltd reported 17,419 shares, equal to 1.59% of portfolio, with an estimated market value of $1.2M.

What does the chart on this XMVM ownership page compare?

The chart compares Solutions 4 Wealth, Ltd'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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