1WM
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1900 Wealth Management’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

1900 Wealth Management’s Portfolio XMLV Stock Details XMLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$832K Sell
13,220
-1,060
-7% -$71.4K 0.05% 139
2026
Q2 		$947K Sell
14,280
-945
-6% -$61.5K 0.05% 128
2026
Q1 		$959K Sell
15,225
-370
-2% -$23.9K 0.06% 114
2025
Q4 		$973K Buy
15,595
+22
+0.1% +$1.38K 0.06% 110
2025
Q3 		$990K Buy
15,573
+22
+0.1% +$1.38K 0.07% 108
2025
Q2 		$959K Sell
15,551
-877
-5% -$53.2K 0.07% 100
2025
Q1 		$1.01M Buy
16,428
+23
+0.1% +$1.41K 0.08% 95
2024
Q4 		$998K Buy
16,405
+17
+0.1% +$1.06K 0.08% 98
2024
Q3 		$1M Buy
16,388
+14
+0.1% +$817 0.09% 100
2024
Q2 		$904K Buy
16,374
+2
+0% +$111 0.08% 102
2024
Q1 		$923K Sell
16,372
-352
-2% -$19K 0.08% 112
2023
Q4 		$889K Hold
16,724
– – 0.08% 148
2023
Q3 		$822K Hold
16,724
– – 0.08% 152
2023
Q2 		$865K Hold
16,724
– – 0.09% 128
2023
Q1 		$895K Hold
16,724
– – 0.1% 127
2022
Q4 		$895K Sell
16,724
-2,959
-15% -$156K 0.1% 127
2022
Q3 		$946K Hold
19,683
– – 0.11% 116
2022
Q2 		$1.01M Sell
19,683
-68
-0.3% -$3.65K 0.11% 115
2022
Q1 		$1.1M Sell
19,751
-629
-3% -$34.5K 0.1% 116
2021
Q4 		$1.19M Sell
20,380
-2,361
-10% -$132K 0.11% 119
2021
Q3 		$1.19M Hold
22,741
– – 0.12% 115
2021
Q2 		$1.22M Sell
22,741
-2,976
-12% -$161K 0.12% 107
2021
Q1 		$1.35M Sell
25,717
-10,691
-29% -$538K 0.1% 87
2020
Q4 		$1.75M Buy
+36,408
New +$1.64M 0.2% 70

Other funds holding XMLV

CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
IPAM
Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

1900 Wealth Management's XMLV Position: Q3 2026 in Review

1900 Wealth Management reduced its Invesco S&P MidCap Low Volatility ETF (XMLV) stake by 7.4% in Q3 2026, selling an estimated $71.4K and leaving 13,220 shares worth $832K. The position accounts for 0.05% of the portfolio, ranked #139.

1900 Wealth Management first reported a position in XMLV in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.75M in Q4 2020. 11 funds tracked by Wall St. Rank hold XMLV as of Q3 2026.

  • 1900 Wealth Management held 13,220 shares of Invesco S&P MidCap Low Volatility ETF worth $832K as of Q3 2026.
  • 1900 Wealth Management sold 1,060 Invesco S&P MidCap Low Volatility ETF shares in Q3 2026, an estimated $71.4K.
  • Invesco S&P MidCap Low Volatility ETF made up 0.05% of 1900 Wealth Management's portfolio in Q3 2026, its #139 holding.
  • 1900 Wealth Management first reported a position in Invesco S&P MidCap Low Volatility ETF in Q4 2020 and has held it in 24 quarters since.
  • 1900 Wealth Management's Invesco S&P MidCap Low Volatility ETF position peaked at $1.75M in Q4 2020.
  • 11 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q3 2026.

Based on 1900 Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.