CP
XMLV icon

Castleview Partners’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Castleview Partners’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
-288
Closed -$17.5K – 586
2024
Q4 		$17.5K Buy
+288
New +$18K 0.01% 489
2024
Q3 		– Sell
-288
Closed -$15.9K – 940
2024
Q2 		$15.9K Hold
288
– – 0.01% 463
2024
Q1 		$16.2K Hold
288
– – 0.01% 487
2023
Q4 		$15.3K Hold
288
– – 0.01% 461
2023
Q3 		$14.2K Hold
288
– – 0.01% 395
2023
Q2 		$14.9K Sell
288
-480
-63% -$24.7K 0.01% 390
2023
Q1 		$40.2K Buy
+768
New +$41.6K 0.04% 286

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

Castleview Partners's XMLV Position: Q1 2025 in Review

Castleview Partners sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q1 2025, closing a stake of 288 shares — an estimated $17.5K sold.

Castleview Partners first reported a position in XMLV in Q1 2023 and held it in 7 quarters. The position peaked at $40.2K in Q1 2023. 194 funds tracked by Wall St. Rank hold XMLV as of Q1 2025.

  • Castleview Partners reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q1 2025 after selling out during the quarter.
  • Castleview Partners sold 288 Invesco S&P MidCap Low Volatility ETF shares in Q1 2025, an estimated $17.5K.
  • Castleview Partners first reported a position in Invesco S&P MidCap Low Volatility ETF in Q1 2023 and held it in 7 quarters.
  • Castleview Partners's Invesco S&P MidCap Low Volatility ETF position peaked at $40.2K in Q1 2023.
  • 194 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.