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

AE 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
Q2 		$35.7K Sell
539
-83
-13% -$5.41K ﹤0.01% 2157
2026
Q1 		$39.2K Buy
622
+3
+0.5% +$194 ﹤0.01% 2014
2025
Q4 		$38.6K Buy
619
+1
+0.2% +$63 ﹤0.01% 1900
2025
Q3 		$39.3K Sell
618
-4
-0.6% -$251 ﹤0.01% 1766
2025
Q2 		$38.4K Buy
622
+98
+19% +$5.95K ﹤0.01% 1651
2025
Q1 		$32.3K Sell
524
-130
-20% -$7.98K ﹤0.01% 1652
2024
Q4 		$39.8K Buy
+654
New +$40.9K ﹤0.01% 1595
2024
Q1 		– Sell
-4,288
Closed -$227K – 2027
2023
Q4 		$227K Sell
4,288
-17,613
-80% -$888K ﹤0.01% 1837
2023
Q3 		$1.08M Buy
+21,901
New +$1.13M 0.01% 1067
2023
Q2 		– Sell
-6,225
Closed -$326K – 2060
2023
Q1 		$326K Sell
6,225
-208
-3% -$11.3K ﹤0.01% 1511
2022
Q4 		$344K Buy
6,433
+872
+16% +$45.9K ﹤0.01% 1452
2022
Q3 		$267K Buy
+5,561
New +$294K ﹤0.01% 1515
2021
Q3 		– Sell
-6,958
Closed -$372K – 1727
2021
Q2 		$372K Sell
6,958
-1,058,997
-99% -$57.2M ﹤0.01% 1253
2021
Q1 		$55.8M Buy
1,065,955
+1,029,434
+2,819% +$51.8M 0.56% 31
2020
Q4 		$1.76M Buy
36,521
+16,034
+78% +$723K 0.02% 536
2020
Q3 		$853K Buy
20,487
+6,557
+47% +$279K 0.01% 682
2020
Q2 		$576K Sell
13,930
-15,909
-53% -$657K 0.01% 826
2020
Q1 		$1.19M Sell
29,839
-123,978
-81% -$6.16M 0.03% 439
2019
Q4 		$8.28M Buy
153,817
+105,361
+217% +$5.58M 0.18% 115
2019
Q3 		$2.55M Buy
48,456
+40,206
+487% +$2.08M 0.07% 226
2019
Q2 		$423K Buy
8,250
+1,196
+17% +$60.7K 0.01% 632
2019
Q1 		$350K Buy
+7,054
New +$339K 0.02% 421

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

AE Wealth Management's XMLV Position: Q2 2026 in Review

AE Wealth Management reduced its Invesco S&P MidCap Low Volatility ETF (XMLV) stake by 13% in Q2 2026, selling an estimated $5.41K and leaving 539 shares worth $35.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2157.

AE Wealth Management first reported a position in XMLV in Q1 2019 and has held it in 22 quarters since. The position peaked at $55.8M in Q1 2021. 189 funds tracked by Wall St. Rank hold XMLV as of Q2 2026.

  • AE Wealth Management held 539 shares of Invesco S&P MidCap Low Volatility ETF worth $35.7K as of Q2 2026.
  • AE Wealth Management sold 83 Invesco S&P MidCap Low Volatility ETF shares in Q2 2026, an estimated $5.41K.
  • Invesco S&P MidCap Low Volatility ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2157 holding.
  • AE Wealth Management first reported a position in Invesco S&P MidCap Low Volatility ETF in Q1 2019 and has held it in 22 quarters since.
  • AE Wealth Management's Invesco S&P MidCap Low Volatility ETF position peaked at $55.8M in Q1 2021.
  • 189 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.