Action Point Financial Planning’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Action Point Financial Planning’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	$68	Buy	+1	New	+$65	﹤0.01%	2746

Other funds holding XMLV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Action Point Financial Planning's XMLV Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Invesco S&P MidCap Low Volatility ETF (XMLV) in Q2 2026: 1 share worth $68. The stake represents ﹤0.01% of the portfolio and ranks #2746 among its holdings.

188 funds tracked by Wall St. Rank hold XMLV as of Q2 2026.

Action Point Financial Planning held 1 share of Invesco S&P MidCap Low Volatility ETF worth $68 as of Q2 2026.
Invesco S&P MidCap Low Volatility ETF was a new Action Point Financial Planning position in Q2 2026.
Invesco S&P MidCap Low Volatility ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2746 holding.
188 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.