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Carolinas Wealth Consulting’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Carolinas Wealth Consulting’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
Q2 		– Sell
-870
Closed -$53.7K – 986
2025
Q1 		$53.7K Hold
870
– – 0.01% 342
2024
Q4 		$52.9K Hold
870
– – 0.01% 354
2024
Q3 		$53.1K Hold
870
– – 0.01% 353
2024
Q2 		$48.1K Hold
870
– – 0.01% 373
2024
Q1 		$49.1K Buy
+870
New +$46.9K 0.01% 379

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 $1.66T AUM 25.57% 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 $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DC
Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Carolinas Wealth Consulting's XMLV Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q2 2025, closing a stake of 870 shares — an estimated $53.7K sold.

Carolinas Wealth Consulting first reported a position in XMLV in Q1 2024 and held it in 5 quarters. The position peaked at $53.7K in Q1 2025. 202 funds tracked by Wall St. Rank hold XMLV as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 870 Invesco S&P MidCap Low Volatility ETF shares in Q2 2025, an estimated $53.7K.
  • Carolinas Wealth Consulting first reported a position in Invesco S&P MidCap Low Volatility ETF in Q1 2024 and held it in 5 quarters.
  • Carolinas Wealth Consulting's Invesco S&P MidCap Low Volatility ETF position peaked at $53.7K in Q1 2025.
  • 202 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.