Accel Wealth Management
XMLV icon

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

Accel 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 		$345K Sell
5,486
-755
-12% -$50.8K 0.07% 197
2026
Q2 		$414K Buy
6,241
+31
+0.5% +$2.02K 0.09% 178
2026
Q1 		$391K Buy
6,210
+125
+2% +$8.08K 0.1% 183
2025
Q4 		$380K Sell
6,085
-78
-1% -$4.9K 0.1% 181
2025
Q3 		$392K Sell
6,163
-35
-0.6% -$2.2K 0.11% 174
2025
Q2 		$382K Buy
6,198
+292
+5% +$17.7K 0.13% 168
2025
Q1 		$365K Sell
5,906
-284
-5% -$17.4K 0.13% 160
2024
Q4 		$376K Buy
6,190
+27
+0.4% +$1.69K 0.14% 154
2024
Q3 		$376K Sell
6,163
-505
-8% -$29.5K 0.14% 161
2024
Q2 		$368K Buy
6,668
+648
+11% +$35.9K 0.15% 146
2024
Q1 		$340K Sell
6,020
-118
-2% -$6.36K 0.14% 144
2023
Q4 		$326K Buy
6,138
+15
+0.2% +$756 0.16% 132
2023
Q3 		$301K Buy
6,123
+8
+0.1% +$413 0.17% 124
2023
Q2 		$316K Buy
6,115
+9
+0.1% +$462 0.17% 119
2023
Q1 		$320K Buy
6,106
+1,162
+24% +$62.9K 0.13% 158
2022
Q4 		$264K Buy
4,944
+3
+0.1% +$158 0.13% 132
2022
Q3 		$249K Sell
4,941
-249
-5% -$13.1K 0.13% 145
2022
Q2 		$267K Buy
5,190
+6
+0.1% +$322 0.15% 126
2022
Q1 		$293K Sell
5,184
-95
-2% -$5.21K 0.15% 118
2021
Q4 		$309K Buy
5,279
+1,233
+30% +$68.9K 0.15% 115
2021
Q3 		$212K Buy
4,046
+4
+0.1% +$217 0.14% 128
2021
Q2 		$216K Sell
4,042
-98
-2% -$5.3K 0.14% 135
2021
Q1 		$217K Sell
4,140
-859
-17% -$43.2K 0.18% 122
2020
Q4 		$241K Buy
+4,999
New +$225K 0.22% 99

Other funds holding XMLV

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Dorval Corp
Dorval Corp Maple Grove, Minnesota $348M AUM 3.63% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
PFS Partners
PFS Partners Mine Hill, New Jersey $246M AUM 22.61% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
LMCG Investments
LMCG Investments Boston, Massachusetts $1.86B AUM 40.01% 1-Year Est. Return

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

Accel Wealth Management reduced its Invesco S&P MidCap Low Volatility ETF (XMLV) stake by 12% in Q3 2026, selling an estimated $50.8K and leaving 5,486 shares worth $345K. The position accounts for 0.07% of the portfolio, ranked #197.

Accel Wealth Management first reported a position in XMLV in Q4 2020 and has held it in 24 quarters since. The position peaked at $414K in Q2 2026. 91 funds tracked by Wall St. Rank hold XMLV as of Q3 2026.

  • Accel Wealth Management held 5,486 shares of Invesco S&P MidCap Low Volatility ETF worth $345K as of Q3 2026.
  • Accel Wealth Management sold 755 Invesco S&P MidCap Low Volatility ETF shares in Q3 2026, an estimated $50.8K.
  • Invesco S&P MidCap Low Volatility ETF made up 0.07% of Accel Wealth Management's portfolio in Q3 2026, its #197 holding.
  • Accel 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.
  • Accel Wealth Management's Invesco S&P MidCap Low Volatility ETF position peaked at $414K in Q2 2026.
  • 91 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q3 2026.

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