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ACT Advisors’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

ACT Advisors’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
Q2 		– Sell
-3,950
Closed -$249K – 97
2026
Q1 		$249K Sell
3,950
-22
-0.6% -$1.42K 0.11% 61
2025
Q4 		$248K Sell
3,972
-65
-2% -$4.08K 0.1% 55
2025
Q3 		$257K Sell
4,037
-33
-0.8% -$2.07K 0.1% 53
2025
Q2 		$251K Sell
4,070
-856
-17% -$52K 0.12% 48
2025
Q1 		$304K Sell
4,926
-833
-14% -$51.2K 0.17% 41
2024
Q4 		$350K Sell
5,759
-771
-12% -$48.2K 0.19% 38
2024
Q3 		$399K Sell
6,530
-454
-7% -$26.5K 0.19% 33
2024
Q2 		$386K Sell
6,984
-663
-9% -$36.7K 0.2% 30
2024
Q1 		$431K Sell
7,647
-794
-9% -$42.8K 0.24% 27
2023
Q4 		$449K Sell
8,441
-934
-10% -$47.1K 0.26% 25
2023
Q3 		$461K Sell
9,375
-20
-0.2% -$1.03K 0.29% 25
2023
Q2 		$486K Sell
9,395
-2,555
-21% -$131K 0.32% 21
2023
Q1 		$626K Sell
11,950
-1,060
-8% -$57.4K 0.4% 18
2022
Q4 		$696K Sell
13,010
-1,650
-11% -$86.8K 0.44% 18
2022
Q3 		$704K Sell
14,660
-41
-0.3% -$2.17K 0.49% 16
2022
Q2 		$756K Buy
14,701
+55
+0.4% +$2.95K 0.55% 15
2022
Q1 		$817K Sell
14,646
-170
-1% -$9.33K 0.53% 14
2021
Q4 		$866K Sell
14,816
-2,167
-13% -$121K 0.64% 15
2021
Q3 		$892K Sell
16,983
-23,943
-59% -$1.3M 0.69% 16
2021
Q2 		$2.19M Sell
40,926
-2,468
-6% -$133K 1.67% 9
2021
Q1 		$2.35M Sell
43,394
-10,187
-19% -$512K 1.86% 9
2020
Q4 		$2.58M Buy
+53,581
New +$2.41M 2.34% 8

Other funds holding XMLV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
DC
Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

ACT Advisors's XMLV Position: Q2 2026 in Review

ACT Advisors sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q2 2026, closing a stake of 3,950 shares — an estimated $249K sold.

ACT Advisors first reported a position in XMLV in Q4 2020 and held it in 22 quarters. The position peaked at $2.58M in Q4 2020. 189 funds tracked by Wall St. Rank hold XMLV as of Q2 2026.

  • ACT Advisors reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q2 2026 after selling out during the quarter.
  • ACT Advisors sold 3,950 Invesco S&P MidCap Low Volatility ETF shares in Q2 2026, an estimated $249K.
  • ACT Advisors first reported a position in Invesco S&P MidCap Low Volatility ETF in Q4 2020 and held it in 22 quarters.
  • ACT Advisors's Invesco S&P MidCap Low Volatility ETF position peaked at $2.58M in Q4 2020.
  • 189 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q2 2026.

Based on ACT Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.