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Briaud Financial Planning’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Briaud Financial Planning’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
Q3 		– Sell
-23
Closed -$1K – 350
2025
Q2 		$1K Buy
+23
New +$1.4K ﹤0.01% 340

Other funds holding XMLV

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DC
Dorval Corp Maple Grove, Minnesota $322M AUM 7.74% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Briaud Financial Planning's XMLV Position: Q3 2025 in Review

Briaud Financial Planning sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q3 2025, closing a stake of 23 shares — an estimated $1K sold.

Briaud Financial Planning first reported a position in XMLV in Q2 2025 and held it in 1 quarter. The position peaked at $1K in Q2 2025. 194 funds tracked by Wall St. Rank hold XMLV as of Q3 2025.

  • Briaud Financial Planning reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 23 Invesco S&P MidCap Low Volatility ETF shares in Q3 2025, an estimated $1K.
  • Briaud Financial Planning first reported a position in Invesco S&P MidCap Low Volatility ETF in Q2 2025 and held it in 1 quarter.
  • Briaud Financial Planning's Invesco S&P MidCap Low Volatility ETF position peaked at $1K in Q2 2025.
  • 194 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.