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Beacon Financial Strategies’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Beacon Financial Strategies’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 		$21.8K Buy
+329
New +$21.4K 0.01% 145

Other funds holding XMLV

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
JWWM
Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return
TBFA
Three Bearings Fiduciary Advisors Hampton, New Hampshire $112M AUM
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Beacon Financial Strategies's XMLV Position: Q2 2026 in Review

Beacon Financial Strategies opened a new position in Invesco S&P MidCap Low Volatility ETF (XMLV) in Q2 2026: 329 shares worth $21.8K. The stake represents 0.01% of the portfolio and ranks #145 among its holdings.

24 funds tracked by Wall St. Rank hold XMLV as of Q2 2026.

  • Beacon Financial Strategies held 329 shares of Invesco S&P MidCap Low Volatility ETF worth $21.8K as of Q2 2026.
  • Invesco S&P MidCap Low Volatility ETF was a new Beacon Financial Strategies position in Q2 2026.
  • Invesco S&P MidCap Low Volatility ETF made up 0.01% of Beacon Financial Strategies's portfolio in Q2 2026, its #145 holding.
  • 24 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q2 2026.

Based on Beacon Financial Strategies's 13F filing for Q2 2026, filed 8 Jul 2026.