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

Avestar Capital’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	$1.1M	Buy	16,589 +1,032	+7%	+$67.2K	0.06%	225
2026 Q1	$980K	Buy	15,557 +470	+3%	+$30.4K	0.06%	230
2025 Q4	$941K	Buy	15,087 +129	+0.9%	+$8.1K	0.06%	233
2025 Q3	$951K	Sell	14,958 -218	-1%	-$13.7K	0.06%	224
2025 Q2	$936K	Buy	15,176 +3,082	+25%	+$187K	0.06%	226
2025 Q1	$746K	Sell	12,094 -3,804	-24%	-$234K	0.06%	236
2024 Q4	$967K	Sell	15,898 -18,117	-53%	-$1.13M	0.08%	180
2024 Q3	$2.08M	Sell	34,015 -3,294	-9%	-$192K	0.21%	88
2024 Q2	$2.06M	Buy	37,309 +387	+1%	+$21.4K	0.21%	88
2024 Q1	$2.08M	Buy	36,922 +8,716	+31%	+$470K	0.22%	87
2023 Q4	$1.5M	Buy	28,206 +8,291	+42%	+$418K	0.17%	79
2023 Q3	$979K	Buy	19,915 +14,637	+277%	+$756K	0.14%	99
2023 Q2	$273K	Buy	+5,278	New	+$271K	0.04%	249

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

Avestar Capital's XMLV Position: Q2 2026 in Review

Avestar Capital increased its Invesco S&P MidCap Low Volatility ETF (XMLV) stake by 6.6% in Q2 2026, buying an estimated $67.2K and bringing the position to 16,589 shares worth $1.1M. The position accounts for 0.06% of the portfolio, ranked #225.

Avestar Capital first reported a position in XMLV in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.08M in Q1 2024. 189 funds tracked by Wall St. Rank hold XMLV as of Q2 2026.

Avestar Capital held 16,589 shares of Invesco S&P MidCap Low Volatility ETF worth $1.1M as of Q2 2026.
Avestar Capital bought 1,032 Invesco S&P MidCap Low Volatility ETF shares in Q2 2026, an estimated $67.2K.
Invesco S&P MidCap Low Volatility ETF made up 0.06% of Avestar Capital's portfolio in Q2 2026, its #225 holding.
Avestar Capital first reported a position in Invesco S&P MidCap Low Volatility ETF in Q2 2023 and has held it in 13 quarters since.
Avestar Capital's Invesco S&P MidCap Low Volatility ETF position peaked at $2.08M in Q1 2024.
189 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q2 2026.

Based on Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.