AWA
XMLV icon

Arkadios Wealth Advisors’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Arkadios Wealth 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
Q1 		$1.02M Sell
16,140
-410
-2% -$26.5K 0.02% 777
2025
Q4 		$1.03M Sell
16,550
-1,637
-9% -$103K 0.02% 683
2025
Q3 		$1.16M Sell
18,187
-1,075
-6% -$67.4K 0.03% 584
2025
Q2 		$1.19M Sell
19,262
-470
-2% -$28.5K 0.04% 504
2025
Q1 		$1.22M Buy
+19,732
New +$1.21M 0.05% 398
2021
Q3 		– Sell
-420
Closed -$22K – 2086
2021
Q2 		$22K Buy
420
+2
+0.5% +$108 ﹤0.01% 1250
2021
Q1 		$21K Buy
418
+1
+0.2% +$50 ﹤0.01% 960
2020
Q4 		$20K Buy
+417
New +$18.8K ﹤0.01% 759

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