Advisory Services Network’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Advisory Services Network’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 Q1	$79.9K	Buy	+1,269	New	+$82.1K	﹤0.01%	2347
2025 Q4	–	Sell	-1,096	Closed	-$69.6K	–	4271
2025 Q3	$69.6K	Buy	+1,096	New	+$68.7K	﹤0.01%	2262
2024 Q1	–	Sell	-1,699	Closed	-$90.3K	–	3681
2023 Q4	$90.3K	Buy	+1,699	New	+$85.6K	﹤0.01%	1709
2023 Q3	–	Sell	-4,736	Closed	-$245K	–	1554
2023 Q2	$245K	Buy	4,736 +1,989	+72%	+$102K	0.01%	1203
2023 Q1	$144K	Buy	2,747 +372	+16%	+$20.1K	﹤0.01%	1459
2022 Q4	$127K	Buy	+2,375	New	+$125K	﹤0.01%	1496
2021 Q3	–	Sell	-650	Closed	-$35K	–	3252
2021 Q2	$35K	Buy	+650	New	+$35.1K	﹤0.01%	2190
2021 Q1	–	Sell	-262	Closed	-$13K	–	2972
2020 Q4	$13K	Sell	262 -40	-13%	-$1.8K	﹤0.01%	2322
2020 Q3	$13K	Buy	+302	New	+$12.9K	﹤0.01%	2299
2020 Q2	–	Sell	-493	Closed	-$20K	–	2762
2020 Q1	$20K	Sell	493 -36	-7%	-$1.79K	﹤0.01%	1868
2019 Q4	$28K	Buy	+529	New	+$28K	﹤0.01%	1842
2019 Q1	–	Sell	-76	Closed	-$3K	–	2718
2018 Q4	$3K	Sell	76 -43	-36%	-$2.01K	﹤0.01%	2240
2018 Q3	$6K	Hold	119	–	–	﹤0.01%	2023
2018 Q2	$6K	Hold	119	–	–	﹤0.01%	1981
2018 Q1	$5K	Buy	+119	New	+$5.32K	﹤0.01%	2147

Other funds holding XMLV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Dorval Corp Maple Grove, Minnesota $322M AUM 7.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Advisory Services Network's XMLV Position: Q1 2026 in Review

Advisory Services Network opened a new position in Invesco S&P MidCap Low Volatility ETF (XMLV) in Q1 2026: 1,269 shares worth $79.9K. The stake represents ﹤0.01% of the portfolio and ranks #2347 among its holdings. This is a return to the name: Advisory Services Network previously reported a position in XMLV as recently as Q3 2025.

Advisory Services Network first reported a position in XMLV in Q1 2018 and has held it in 15 quarters since. The position peaked at $245K in Q2 2023. 187 funds tracked by Wall St. Rank hold XMLV as of Q1 2026.

Advisory Services Network held 1,269 shares of Invesco S&P MidCap Low Volatility ETF worth $79.9K as of Q1 2026.
Invesco S&P MidCap Low Volatility ETF was a new Advisory Services Network position in Q1 2026.
Invesco S&P MidCap Low Volatility ETF made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #2347 holding.
Advisory Services Network first reported a position in Invesco S&P MidCap Low Volatility ETF in Q1 2018 and has held it in 15 quarters since.
Advisory Services Network's Invesco S&P MidCap Low Volatility ETF position peaked at $245K in Q2 2023.
187 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.