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

Berger 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
2025
Q1 		– Sell
-3,559
Closed -$216K – 438
2024
Q4 		$216K Buy
3,559
+3
+0.1% +$187 0.01% 388
2024
Q3 		$217K Sell
3,556
-292
-8% -$17K 0.02% 369
2024
Q2 		$213K Sell
3,848
-47
-1% -$2.6K 0.02% 348
2024
Q1 		$220K Buy
+3,895
New +$210K 0.02% 338
2021
Q1 		– Sell
-23,436
Closed -$1.13M – 235
2020
Q4 		$1.13M Buy
+23,436
New +$1.06M 0.2% 93

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

Berger Financial Group's XMLV Position: Q1 2025 in Review

Berger Financial Group sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q1 2025, closing a stake of 3,559 shares — an estimated $216K sold.

Berger Financial Group first reported a position in XMLV in Q4 2020 and held it in 5 quarters. The position peaked at $1.13M in Q4 2020. 194 funds tracked by Wall St. Rank hold XMLV as of Q1 2025.

  • Berger Financial Group reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q1 2025 after selling out during the quarter.
  • Berger Financial Group sold 3,559 Invesco S&P MidCap Low Volatility ETF shares in Q1 2025, an estimated $216K.
  • Berger Financial Group first reported a position in Invesco S&P MidCap Low Volatility ETF in Q4 2020 and held it in 5 quarters.
  • Berger Financial Group's Invesco S&P MidCap Low Volatility ETF position peaked at $1.13M in Q4 2020.
  • 194 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q1 2025.

Based on Berger Financial Group's 13F filing for Q1 2025, filed 12 May 2025.