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Alpha Financial Partners’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Alpha Financial Partners’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
2025
Q2 		– Sell
-5,491
Closed -$339K – 100
2025
Q1 		$339K Buy
5,491
+45
+0.8% +$2.76K 0.27% 51
2024
Q4 		$331K Buy
+5,446
New +$340K 0.26% 49

Other funds holding XMLV

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Morgan Stanley
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Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DC
Dorval Corp Maple Grove, Minnesota $322M AUM 7.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Alpha Financial Partners's XMLV Position: Q2 2025 in Review

Alpha Financial Partners sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q2 2025, closing a stake of 5,491 shares — an estimated $339K sold.

Alpha Financial Partners first reported a position in XMLV in Q4 2024 and held it in 2 quarters. The position peaked at $339K in Q1 2025. 202 funds tracked by Wall St. Rank hold XMLV as of Q2 2025.

  • Alpha Financial Partners reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q2 2025 after selling out during the quarter.
  • Alpha Financial Partners sold 5,491 Invesco S&P MidCap Low Volatility ETF shares in Q2 2025, an estimated $339K.
  • Alpha Financial Partners first reported a position in Invesco S&P MidCap Low Volatility ETF in Q4 2024 and held it in 2 quarters.
  • Alpha Financial Partners's Invesco S&P MidCap Low Volatility ETF position peaked at $339K in Q1 2025.
  • 202 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q2 2025.

Based on Alpha Financial Partners's 13F filing for Q2 2025, filed 25 Jul 2025.