Baird Financial Group
XMLV icon

Baird Financial Group’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Baird Financial Group’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
Q1 		$901K Sell
14,301
-150,561
-91% -$9.74M ﹤0.01% 1287
2025
Q4 		$10.3M Buy
164,862
+10,904
+7% +$685K 0.02% 535
2025
Q3 		$9.79M Buy
153,958
+6,531
+4% +$410K 0.02% 548
2025
Q2 		$9.09M Buy
147,427
+4,579
+3% +$278K 0.02% 541
2025
Q1 		$8.82M Sell
142,848
-723
-0.5% -$44.4K 0.02% 536
2024
Q4 		$8.73M Buy
143,571
+5,986
+4% +$374K 0.02% 543
2024
Q3 		$8.4M Sell
137,585
-343
-0.2% -$20K 0.02% 554
2024
Q2 		$7.62M Buy
137,928
+3,942
+3% +$218K 0.02% 555
2024
Q1 		$7.56M Buy
133,986
+14,251
+12% +$768K 0.02% 549
2023
Q4 		$6.37M Buy
119,735
+4,490
+4% +$226K 0.01% 588
2023
Q3 		$5.67M Buy
115,245
+1,535
+1% +$79.2K 0.02% 590
2023
Q2 		$5.88M Buy
113,710
+3,223
+3% +$166K 0.02% 575
2023
Q1 		$5.79M Buy
110,487
+873
+0.8% +$47.3K 0.01% 547
2022
Q4 		$5.86M Sell
109,614
-44,210
-29% -$2.32M 0.02% 539
2022
Q3 		$7.39M Buy
153,824
+52,569
+52% +$2.78M 0.02% 474
2022
Q2 		$5.2M Sell
101,255
-681
-0.7% -$36.6K 0.01% 571
2022
Q1 		$5.69M Buy
101,936
+4,450
+5% +$244K 0.01% 577
2021
Q4 		$5.7M Buy
97,486
+4,632
+5% +$259K 0.01% 588
2021
Q3 		$4.88M Buy
92,854
+2,794
+3% +$152K 0.01% 608
2021
Q2 		$4.82M Sell
90,060
-28,700
-24% -$1.55M 0.01% 600
2021
Q1 		$6.22M Buy
118,760
+4,538
+4% +$228K 0.02% 516
2020
Q4 		$5.5M Buy
114,222
+27,198
+31% +$1.23M 0.02% 521
2020
Q3 		$3.63M Sell
87,024
-92,160
-51% -$3.92M 0.01% 576
2020
Q2 		$7.42M Buy
179,184
+15,340
+9% +$634K 0.03% 395
2020
Q1 		$6.52M Buy
163,844
+133,232
+435% +$6.62M 0.03% 393
2019
Q4 		$1.65M Buy
30,612
+4,895
+19% +$259K 0.01% 833
2019
Q3 		$1.35M Buy
+25,717
New +$1.33M 0.01% 894
2018
Q1 		– Sell
-20,929
Closed -$950K – 1319
2017
Q4 		$950K Buy
20,929
+2,907
+16% +$132K 0.01% 836
2017
Q3 		$791K Buy
+18,022
New +$785K 0.01% 866

Other funds holding XMLV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $666B AUM 30.12% 1-Year Est. Return
DC
Dorval Corp Maple Grove, Minnesota $322M AUM 7.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Baird Financial Group's XMLV Position: Q1 2026 in Review

Baird Financial Group reduced its Invesco S&P MidCap Low Volatility ETF (XMLV) stake by 91% in Q1 2026, selling an estimated $9.74M and leaving 14,301 shares worth $901K. The position accounts for ﹤0.01% of the portfolio, ranked #1287.

Baird Financial Group first reported a position in XMLV in Q3 2017 and has held it in 29 quarters since. The position peaked at $10.3M in Q4 2025. 187 funds tracked by Wall St. Rank hold XMLV as of Q1 2026.

  • Baird Financial Group held 14,301 shares of Invesco S&P MidCap Low Volatility ETF worth $901K as of Q1 2026.
  • Baird Financial Group sold 150,561 Invesco S&P MidCap Low Volatility ETF shares in Q1 2026, an estimated $9.74M.
  • Invesco S&P MidCap Low Volatility ETF made up ﹤0.01% of Baird Financial Group's portfolio in Q1 2026, its #1287 holding.
  • Baird Financial Group first reported a position in Invesco S&P MidCap Low Volatility ETF in Q3 2017 and has held it in 29 quarters since.
  • Baird Financial Group's Invesco S&P MidCap Low Volatility ETF position peaked at $10.3M in Q4 2025.
  • 187 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.