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 Q2	$1.04M	Sell	15,676 -464	-3%	-$30.2K	0.02%	789
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	–	2080
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

Other funds holding XMLV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Arkadios Wealth Advisors's XMLV Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its Invesco S&P MidCap Low Volatility ETF (XMLV) stake by 2.9% in Q2 2026, selling an estimated $30.2K and leaving 15,676 shares worth $1.04M. The position accounts for 0.02% of the portfolio, ranked #789.

Arkadios Wealth Advisors first reported a position in XMLV in Q4 2020 and has held it in 9 quarters since. The position peaked at $1.22M in Q1 2025. 189 funds tracked by Wall St. Rank hold XMLV as of Q2 2026.

Arkadios Wealth Advisors held 15,676 shares of Invesco S&P MidCap Low Volatility ETF worth $1.04M as of Q2 2026.
Arkadios Wealth Advisors sold 464 Invesco S&P MidCap Low Volatility ETF shares in Q2 2026, an estimated $30.2K.
Invesco S&P MidCap Low Volatility ETF made up 0.02% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #789 holding.
Arkadios Wealth Advisors first reported a position in Invesco S&P MidCap Low Volatility ETF in Q4 2020 and has held it in 9 quarters since.
Arkadios Wealth Advisors's Invesco S&P MidCap Low Volatility ETF position peaked at $1.22M in Q1 2025.
189 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.