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

Ameritas Advisory Services’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
-5,005
Closed -$315K – 2137
2026
Q1 		$315K Sell
5,005
-33
-0.7% -$2.13K 0.01% 745
2025
Q4 		$314K Sell
5,038
-5,288
-51% -$332K 0.01% 747
2025
Q3 		$656K Buy
10,326
+216
+2% +$13.5K 0.04% 328
2025
Q2 		$623K Sell
10,110
-3,253
-24% -$198K 0.03% 450
2025
Q1 		$815K Buy
13,363
+32
+0.2% +$1.97K 0.03% 456
2024
Q4 		$811K Sell
13,331
-11,233
-46% -$702K 0.03% 473
2024
Q3 		$1.5M Sell
24,564
-2,362
-9% -$138K 0.06% 294
2024
Q2 		$1.49M Buy
26,926
+592
+2% +$32.8K 0.06% 315
2024
Q1 		$1.46M Buy
26,334
+6,579
+33% +$355K 0.06% 295
2023
Q4 		$1.06M Sell
19,755
-4,761
-19% -$240K 0.06% 273
2023
Q3 		$1.21M Buy
24,516
+151
+0.6% +$7.79K 0.06% 300
2023
Q2 		$1.25M Sell
24,365
-6,006
-20% -$309K 0.16% 146
2023
Q1 		$1.59M Buy
30,371
+252
+0.8% +$13.6K 0.08% 230
2022
Q4 		$1.61M Buy
30,119
+1,100
+4% +$57.8K 0.07% 255
2022
Q3 		$1.39M Buy
29,019
+150
+0.5% +$7.92K 0.08% 232
2022
Q2 		$1.48M Buy
28,869
+649
+2% +$34.8K 0.09% 226
2022
Q1 		$1.57M Sell
28,220
-1,516
-5% -$83.2K 0.06% 250
2021
Q4 		$1.74M Buy
+29,736
New +$1.66M 0.06% 247

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

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

Ameritas Advisory Services sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q2 2026, closing a stake of 5,005 shares — an estimated $315K sold.

Ameritas Advisory Services first reported a position in XMLV in Q4 2021 and held it in 18 quarters. The position peaked at $1.74M in Q4 2021. 189 funds tracked by Wall St. Rank hold XMLV as of Q2 2026.

  • Ameritas Advisory Services reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q2 2026 after selling out during the quarter.
  • Ameritas Advisory Services sold 5,005 Invesco S&P MidCap Low Volatility ETF shares in Q2 2026, an estimated $315K.
  • Ameritas Advisory Services first reported a position in Invesco S&P MidCap Low Volatility ETF in Q4 2021 and held it in 18 quarters.
  • Ameritas Advisory Services's Invesco S&P MidCap Low Volatility ETF position peaked at $1.74M in Q4 2021.
  • 189 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.