Ownership history in Whitaker-Myers Wealth Managers, LTD. Β· 12 quarters on record
This page tracks every 13F SEC filing in which Whitaker-Myers Wealth Managers, LTD. reported a position in INVESCO EXCHANGE TRADED FD T (XMVM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Whitaker-Myers Wealth Managers, LTD. underperformed the S&P 500 by β4.2% annually on this XMVM position. Timing score: 82% (9/11 decisions correct). Average cost basis: $47.45. Maximum drawdown during holding period: β4.6%.
β οΈ Trailed SPY by 4.2% ann. on this position.
11 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
9 of 11 add/trim decisions correct
Best entry: $41.25 (2023 Q1) Β· Worst: $60.97 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
10 adds Β· 2 trims. Bought during 3 of 3 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 2.86% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size