Atlas Legacy Advisors’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Atlas Legacy 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	$414K	Buy	6,244 +659	+12%	+$42.9K	0.06%	161
2026 Q1	$352K	Buy	5,585 +5	+0.1%	+$323	0.06%	156
2025 Q4	$348K	Sell	5,580 -99	-2%	-$6.22K	0.06%	159
2025 Q3	$361K	Buy	5,679 +15	+0.3%	+$941	0.07%	150
2025 Q2	$349K	Sell	5,664 -77	-1%	-$4.67K	0.08%	139
2025 Q1	$351K	Buy	5,741 +758	+15%	+$46.5K	0.09%	134
2024 Q4	$303K	Buy	+4,983	New	+$311K	0.07%	142

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

Atlas Legacy Advisors's XMLV Position: Q2 2026 in Review

Atlas Legacy Advisors increased its Invesco S&P MidCap Low Volatility ETF (XMLV) stake by 12% in Q2 2026, buying an estimated $42.9K and bringing the position to 6,244 shares worth $414K. The position accounts for 0.06% of the portfolio, ranked #161.

Atlas Legacy Advisors first reported a position in XMLV in Q4 2024 and has held it in 7 quarters since. 189 funds tracked by Wall St. Rank hold XMLV as of Q2 2026.

Atlas Legacy Advisors held 6,244 shares of Invesco S&P MidCap Low Volatility ETF worth $414K as of Q2 2026.
Atlas Legacy Advisors bought 659 Invesco S&P MidCap Low Volatility ETF shares in Q2 2026, an estimated $42.9K.
Invesco S&P MidCap Low Volatility ETF made up 0.06% of Atlas Legacy Advisors's portfolio in Q2 2026, its #161 holding.
Atlas Legacy Advisors first reported a position in Invesco S&P MidCap Low Volatility ETF in Q4 2024 and has held it in 7 quarters since.
189 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q2 2026.

Based on Atlas Legacy Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.