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XMVMXMVM
7 quarters

Position history for WAWaverly Advisors, LLC's holdings in INVESCO EXCHANGE TRADED FD T

Waverly Advisors, LLC holds 8,136 shares of XMVM (INVESCO EXCHANGE TRADED FD T), worth $577,005 as of 2026-Q2. The position was decreased (-2.6% shares). XMVM represents 0.0% of Waverly Advisors, LLC's portfolio.

Current Value

$577,005

Current Shares

8,136

Total Value Change

+$299,739

Total Shares Change

+3,133

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
8,136
-2.6%
$577,0050.0%$70.92
0
2026-Q1
Increased
8,353
+0.7%
$543,9470.0%$66.82
24
2025-Q4
Increased
8,292
+1.6%
$532,0150.0%$64.63
25
2025-Q3
Increased
8,158
+21.8%
$502,7690.0%$61.29
29
2025-Q2
Increased
6,697
+8.2%
$372,5270.0%$55.07
26
2025-Q1
Increased
6,187
+23.7%
$326,3280.0%$51.75
29
2024-Q4
New
5,003
-
$277,2660.0%$54.06
32

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

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