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XMVMXMVM
18 quarters

Position history for CAPTRUST FINANCIAL ADVISORSCAPTRUST FINANCIAL ADVISORS's holdings in INVESCO EXCHANGE TRADED FD T

CAPTRUST FINANCIAL ADVISORS holds 53,660 shares of XMVM (INVESCO EXCHANGE TRADED FD T), worth $3.8M as of 2026-Q2. The position was decreased (-5.0% shares). XMVM represents 0.0% of CAPTRUST FINANCIAL ADVISORS's portfolio.

Current Value

$3.8M

Current Shares

53,660

Total Value Change

+$2.9M

Total Shares Change

+35,799

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
53,660
-5.0%
$3.8M0.0%$70.92
0
2026-Q1
Decreased
56,462
-3.3%
$3.7M0.0%$66.82
0
2025-Q4
Decreased
58,365
-8.1%
$3.7M0.0%$64.63
0
2025-Q3
Increased
63,522
+6.5%
$3.9M0.0%$61.29
28
2025-Q2
Increased
59,622
+3.2%
$3.3M0.0%$55.07
27
2025-Q1
Decreased
57,792
-6.3%
$3M0.0%$51.75
0
2024-Q4
Increased
61,675
+12.7%
$3.4M0.0%$54.06
30
2024-Q3
Decreased
54,730
-9.7%
$3M0.0%$53.80
0
2024-Q2
Decreased
60,636
-5.4%
$3.1M0.0%$50.04
0
2024-Q1
Decreased
64,122
-5.6%
$3.5M0.0%$52.45
0
2023-Q4
Increased
67,918
+4.7%
$3.4M0.0%$48.47
28
2023-Q3
Decreased
64,876
-21.9%
$3M0.0%$43.98
0
2023-Q2
Decreased
83,050
-2.4%
$3.8M0.0%$43.84
0
2023-Q1
Increased
85,054
+11.9%
$3.7M0.0%$40.90
30
2022-Q4
Decreased
76,039
-15.4%
$3.3M0.0%$41.68
0
2022-Q3
Increased
89,936
+0.9%
$3.5M0.0%$36.63
27
2022-Q2
Increased
89,135
+399.1%
$3.5M0.0%$37.23
43
2022-Q1
New
17,861
-
$861,0000.0%$45.58
34

Other major holders of XMVM: Steward Partners Investment Advisory, LLC, BANK OF AMERICA CORP /DE/, LPL Financial LLC

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