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

Avantax 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
2025 Q2	$672K	Buy	10,902 +1,409	+15%	+$85.5K	﹤0.01%	1406
2025 Q1	$586K	Sell	9,493 -270	-3%	-$16.6K	﹤0.01%	1408
2024 Q4	$594K	Sell	9,763 -2,620	-21%	-$164K	﹤0.01%	1341
2024 Q3	$756K	Sell	12,383 -5,568	-31%	-$325K	0.01%	1166
2024 Q2	$991K	Sell	17,951 -10,134	-36%	-$562K	0.01%	977
2024 Q1	$1.58M	Sell	28,085 -8,226	-23%	-$443K	0.01%	608
2023 Q4	$1.93M	Sell	36,311 -4,646	-11%	-$234K	0.02%	509
2023 Q3	$2.01M	Buy	40,957 +33,039	+417%	+$1.71M	0.02%	456
2023 Q2	$410K	Buy	7,918 +439	+6%	+$22.6K	﹤0.01%	1025
2023 Q1	$392K	Sell	7,479 -613	-8%	-$33.2K	﹤0.01%	1013
2022 Q4	$433K	Buy	8,092 +125	+2%	+$6.57K	0.01%	931
2022 Q3	$383K	Buy	7,967 +837	+12%	+$44.2K	0.01%	898
2022 Q2	$366K	Sell	7,130 -1,886	-21%	-$101K	0.01%	918
2022 Q1	$501K	Buy	9,016 +16	+0.2%	+$878	0.01%	787
2021 Q4	$526K	Sell	9,000 -1,125	-11%	-$62.9K	0.01%	745
2021 Q3	$537K	Sell	10,125 -167	-2%	-$9.06K	0.01%	699
2021 Q2	$552K	Sell	10,292 -1,657	-14%	-$89.6K	0.01%	671
2021 Q1	$628K	Sell	11,949 -696	-6%	-$35K	0.01%	555
2020 Q4	$608K	Sell	12,645 -85,029	-87%	-$3.83M	0.01%	497
2020 Q3	$4.07M	Buy	97,674 +85,655	+713%	+$3.65M	0.07%	233
2020 Q2	$500K	Buy	12,019 +3,605	+43%	+$149K	0.01%	481
2020 Q1	$333K	Buy	8,414 +1,224	+17%	+$60.9K	0.01%	542
2019 Q4	$390K	Buy	7,190 +1,737	+32%	+$92K	0.01%	551
2019 Q3	$286K	Buy	5,453 +654	+14%	+$33.9K	0.01%	443
2019 Q2	$246K	Buy	4,799 +485	+11%	+$24.6K	0.01%	439
2019 Q1	$214K	Buy	+4,314	New	+$207K	0.01%	446

Other funds holding XMLV

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Avantax Advisory Services's XMLV Position: Q2 2025 in Review

Avantax Advisory Services increased its Invesco S&P MidCap Low Volatility ETF (XMLV) stake by 15% in Q2 2025, buying an estimated $85.5K and bringing the position to 10,902 shares worth $672K. The position accounts for ﹤0.01% of the portfolio, ranked #1406.

Avantax Advisory Services first reported a position in XMLV in Q1 2019 and has held it in 26 quarters since. The position peaked at $4.07M in Q3 2020. 202 funds tracked by Wall St. Rank hold XMLV as of Q2 2025.

Avantax Advisory Services held 10,902 shares of Invesco S&P MidCap Low Volatility ETF worth $672K as of Q2 2025.
Avantax Advisory Services bought 1,409 Invesco S&P MidCap Low Volatility ETF shares in Q2 2025, an estimated $85.5K.
Invesco S&P MidCap Low Volatility ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1406 holding.
Avantax Advisory Services first reported a position in Invesco S&P MidCap Low Volatility ETF in Q1 2019 and has held it in 26 quarters since.
Avantax Advisory Services's Invesco S&P MidCap Low Volatility ETF position peaked at $4.07M in Q3 2020.
202 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.