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Aptus Capital Advisors’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Aptus Capital Advisors’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 		$7.16K Buy
+108
New +$7.03K ﹤0.01% 1633
2025
Q1 		– Sell
-108
Closed -$6.57K – 1508
2024
Q4 		$6.57K Buy
+108
New +$6.75K ﹤0.01% 1314
2024
Q2 		– Sell
-86
Closed -$4.85K – 1240
2024
Q1 		$4.85K Buy
+86
New +$4.63K ﹤0.01% 1086

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

Aptus Capital Advisors's XMLV Position: Q2 2026 in Review

Aptus Capital Advisors opened a new position in Invesco S&P MidCap Low Volatility ETF (XMLV) in Q2 2026: 108 shares worth $7.16K. The stake represents ﹤0.01% of the portfolio and ranks #1633 among its holdings. This is a return to the name: Aptus Capital Advisors previously reported a position in XMLV as recently as Q4 2024.

Aptus Capital Advisors first reported a position in XMLV in Q1 2024 and has held it in 3 quarters since. 190 funds tracked by Wall St. Rank hold XMLV as of Q2 2026.

  • Aptus Capital Advisors held 108 shares of Invesco S&P MidCap Low Volatility ETF worth $7.16K as of Q2 2026.
  • Invesco S&P MidCap Low Volatility ETF was a new Aptus Capital Advisors position in Q2 2026.
  • Invesco S&P MidCap Low Volatility ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1633 holding.
  • Aptus Capital Advisors first reported a position in Invesco S&P MidCap Low Volatility ETF in Q1 2024 and has held it in 3 quarters since.
  • 190 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.