Public ownership evidence

Invesco S&P MidCap Value with Momentum ETF (XMVM) Ownership Disclosures

Read XMVM insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Invesco S&P MidCap Value with Momentum ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
CARLSON FINANCIAL, INC.
Report period
2026-06-30
Available
2026-08-25
Reported shares
5,025
Value (USD)
$356,151
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0002085853-26-001066
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read XMVM fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read XMVM fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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CARLSON FINANCIAL, INC.2026-06-302026-08-255,025$356,151None
CARLSON FINANCIAL, INC.2026-03-312026-08-254,984$324,523None
CARLSON FINANCIAL, INC.2025-12-312026-08-254,783$306,848None
Equitable Holdings, Inc.2026-06-302026-08-1859,209$4,199,114None
J.M. Arbour, LLC2026-06-302026-08-158,682$615,727None
Ameritas Advisory Services, LLC2026-06-302026-08-152,926$207,528None
Foundations Investment Advisors, LLC2026-06-302026-08-15270,136$19,158,065None
Foundations Investment Advisors, LLC2026-06-302026-08-1516,448$1,166,492None
IFG Advisory, LLC2026-06-302026-08-15747$52,983None
OSAIC HOLDINGS, INC.2026-06-302026-08-15145$10,283None
OSAIC HOLDINGS, INC.2026-06-302026-08-151,459$103,472None
OSAIC HOLDINGS, INC.2026-06-302026-08-1566,058$4,687,904None
Betterment LLC2026-06-302026-08-1513,060$926,000None
JANE STREET GROUP, LLC2026-06-302026-08-153,331$236,235None
Waverly Advisors, LLC2026-06-302026-08-158,136$577,005None
Thrivent Financial for Lutherans2026-06-302026-08-1546,118$3,271,000None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-1555,906$4,000,665None
AMERIPRISE FINANCIAL INC2026-06-302026-08-159,705$688,279None
AMERIPRISE FINANCIAL INC2026-06-302026-08-15258,410$18,325,537None
Ausdal Financial Partners, Inc.2026-06-302026-08-1527,699$1,964,413None
ROYAL BANK OF CANADA2026-06-302026-08-1575,313$5,341,000None
ROYAL BANK OF CANADA2026-06-302026-08-15354$25,000None
CITADEL ADVISORS LLC2026-06-302026-08-1518,493$1,311,524None
NATIXIS ADVISORS, LLC2026-06-302026-08-1513,000$921,000None
TWO SIGMA INVESTMENTS, LP2026-06-302026-08-1510,300$730,476None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15238,784$16,934,562None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1543,401$3,078,000None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1544,562$3,160,304None
WELLS FARGO & COMPANY/MN2026-06-302026-08-151,225$86,880None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15545,412$38,680,619None
BANK OF AMERICA CORP /DE/2026-06-302026-08-157,492$531,333None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1577,617$5,504,616None
Sanctuary Advisors, LLC2026-06-302026-08-1423,611$1,674,492None
CreativeOne Wealth, LLC2026-06-302026-08-143,771$267,439None
Steward Partners Investment Advisory, LLC2026-06-302026-08-141,339$94,962None
UBS Group AG2026-06-302026-08-143,900$276,588None
Beacon Capital Management, Inc.2026-06-302026-08-14382$27,091None
HANTZ FINANCIAL SERVICES, INC.2026-06-302026-08-14337$24,000None
CAPTRUST FINANCIAL ADVISORS2026-06-302026-08-1453,660$3,805,567None
VANGUARD ADVISERS INC2026-06-302026-08-1483$5,886None
MORGAN STANLEY2026-06-302026-08-14229,063$16,245,214None
MORGAN STANLEY2026-06-302026-08-14223$15,815None
MORGAN STANLEY2026-06-302026-08-141$81None
FMR LLC2026-06-302026-08-141,634$115,874None
Integrated Wealth Concepts LLC2026-06-302026-08-13738$52,363None
Cetera Investment Advisers2026-06-302026-08-1392,254$6,542,646None
NewEdge Advisors, LLC2026-06-302026-08-13316$22,411None
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2026-06-302026-08-13177,881$12,615,336None
Independent Advisor Alliance2026-06-302026-08-135,718$405,521None
BESSEMER GROUP INC2026-06-302026-08-133,339$237,000None

90-day public filing window, up to 50 source positions.

CARLSON FINANCIAL, INC. ↗CARLSON FINANCIAL, INC. ↗CARLSON FINANCIAL, INC. ↗Equitable Holdings, Inc. ↗J.M. Arbour, LLC ↗Ameritas Advisory Services, LLC ↗Foundations Investment Advisors, LLC ↗Foundations Investment Advisors, LLC ↗IFG Advisory, LLC ↗OSAIC HOLDINGS, INC. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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