Carson Wealth (CWM LLC)
XMLV icon

Carson Wealth (CWM LLC)’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Carson Wealth (CWM LLC)’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 		$582K Buy
9,246
+481
+5% +$31.1K ﹤0.01% 1901
2025
Q4 		$547K Buy
8,765
+398
+5% +$25K ﹤0.01% 1867
2025
Q3 		$532K Sell
8,367
-50
-0.6% -$3.14K ﹤0.01% 1760
2025
Q2 		$519K Buy
8,417
+4,824
+134% +$293K ﹤0.01% 1570
2025
Q1 		$222K Buy
3,593
+147
+4% +$9.03K ﹤0.01% 1852
2024
Q4 		$210K Sell
3,446
-306
-8% -$19.1K ﹤0.01% 1796
2024
Q3 		$229K Buy
3,752
+14
+0.4% +$817 ﹤0.01% 1689
2024
Q2 		$206K Sell
3,738
-29
-0.8% -$1.61K ﹤0.01% 1576
2024
Q1 		$212K Sell
3,767
-428
-10% -$23.1K ﹤0.01% 1498
2023
Q4 		$223K Sell
4,195
-1,778
-30% -$89.6K ﹤0.01% 1380
2023
Q3 		$294K Sell
5,973
-2,449
-29% -$126K ﹤0.01% 1160
2023
Q2 		$436K Sell
8,422
-4,902
-37% -$252K ﹤0.01% 983
2023
Q1 		$698K Sell
13,324
-4,590
-26% -$248K ﹤0.01% 782
2022
Q4 		$958K Buy
17,914
+7,878
+78% +$414K 0.01% 630
2022
Q3 		$482K Buy
10,036
+559
+6% +$29.5K ﹤0.01% 756
2022
Q2 		$487K Sell
9,477
-532
-5% -$28.6K ﹤0.01% 743
2022
Q1 		$558K Sell
10,009
-113
-1% -$6.2K ﹤0.01% 698
2021
Q4 		$592K Buy
+10,122
New +$565K ﹤0.01% 684
2021
Q2 		$624K Hold
11,672
– – 0.01% 638
2021
Q1 		$624K Hold
11,672
– – 0.01% 638
2020
Q4 		$624K Hold
11,672
– – 0.01% 638
2020
Q3 		$624K Hold
11,672
– – 0.01% 638
2020
Q2 		$624K Hold
11,672
– – 0.01% 638
2020
Q1 		$624K Hold
11,672
– – 0.01% 638
2019
Q4 		$624K Hold
11,672
– – 0.01% 638
2019
Q3 		$624K Hold
11,672
– – 0.01% 638
2019
Q2 		$624K Hold
11,672
– – 0.01% 638
2019
Q1 		$624K Buy
11,672
+10,355
+786% +$497K 0.01% 638
2018
Q4 		$58K Buy
1,317
+983
+294% +$46K ﹤0.01% 847
2018
Q3 		$16K Buy
+334
New +$16.2K ﹤0.01% 1023

Other funds holding XMLV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $786B AUM 40.34% 1-Year Est. Return
DC
Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Carson Wealth (CWM LLC)'s XMLV Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Invesco S&P MidCap Low Volatility ETF (XMLV) stake by 5.5% in Q1 2026, buying an estimated $31.1K and bringing the position to 9,246 shares worth $582K. The position accounts for ﹤0.01% of the portfolio, ranked #1901.

Carson Wealth (CWM LLC) first reported a position in XMLV in Q3 2018 and has held it in 30 quarters since. The position peaked at $958K in Q4 2022. 188 funds tracked by Wall St. Rank hold XMLV as of Q1 2026.

  • Carson Wealth (CWM LLC) held 9,246 shares of Invesco S&P MidCap Low Volatility ETF worth $582K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 481 Invesco S&P MidCap Low Volatility ETF shares in Q1 2026, an estimated $31.1K.
  • Invesco S&P MidCap Low Volatility ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1901 holding.
  • Carson Wealth (CWM LLC) first reported a position in Invesco S&P MidCap Low Volatility ETF in Q3 2018 and has held it in 30 quarters since.
  • Carson Wealth (CWM LLC)'s Invesco S&P MidCap Low Volatility ETF position peaked at $958K in Q4 2022.
  • 188 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.