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 Q2	–	Sell	-1,269	Closed	-$79.9K	–	4647
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 $1.89T 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

Advisory Services Network's XMLV Position: Q2 2026 in Review

Advisory Services Network sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q2 2026, closing a stake of 1,269 shares — an estimated $79.9K sold.

Advisory Services Network first reported a position in XMLV in Q1 2018 and held it in 15 quarters. The position peaked at $245K in Q2 2023. 190 funds tracked by Wall St. Rank hold XMLV as of Q2 2026.

Advisory Services Network reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 1,269 Invesco S&P MidCap Low Volatility ETF shares in Q2 2026, an estimated $79.9K.
Advisory Services Network first reported a position in Invesco S&P MidCap Low Volatility ETF in Q1 2018 and held it in 15 quarters.
Advisory Services Network's Invesco S&P MidCap Low Volatility ETF position peaked at $245K in Q2 2023.
190 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.