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Avid Wealth Partners’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Avid Wealth Partners’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
Q4 		– Sell
-148,632
Closed -$9.45M – 70
2025
Q3 		$9.45M Buy
148,632
+8,154
+6% +$511K 4.69% 8
2025
Q2 		$8.66M Buy
140,478
+27,892
+25% +$1.69M 4.96% 8
2025
Q1 		$6.95M Buy
+112,586
New +$6.91M 4.71% 9

Other funds holding XMLV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
DC
Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Avid Wealth Partners's XMLV Position: Q4 2025 in Review

Avid Wealth Partners sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q4 2025, closing a stake of 148,632 shares — an estimated $9.45M sold.

Avid Wealth Partners first reported a position in XMLV in Q1 2025 and held it in 3 quarters. The position peaked at $9.45M in Q3 2025. 193 funds tracked by Wall St. Rank hold XMLV as of Q4 2025.

  • Avid Wealth Partners reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q4 2025 after selling out during the quarter.
  • Avid Wealth Partners sold 148,632 Invesco S&P MidCap Low Volatility ETF shares in Q4 2025, an estimated $9.45M.
  • Avid Wealth Partners first reported a position in Invesco S&P MidCap Low Volatility ETF in Q1 2025 and held it in 3 quarters.
  • Avid Wealth Partners's Invesco S&P MidCap Low Volatility ETF position peaked at $9.45M in Q3 2025.
  • 193 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q4 2025.

Based on Avid Wealth Partners's 13F filing for Q4 2025, filed 13 Feb 2026.