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

Cerity 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
2026 Q2	$478K	Buy	7,202 +3,072	+74%	+$200K	﹤0.01%	2460
2026 Q1	$260K	Sell	4,130 -96	-2%	-$6.21K	﹤0.01%	2711
2025 Q4	$264K	Sell	4,226 -225	-5%	-$14.1K	﹤0.01%	2484
2025 Q3	$283K	Buy	+4,451	New	+$279K	﹤0.01%	2318
2025 Q2	–	Sell	-4,727	Closed	-$292K	–	2772
2025 Q1	$292K	Buy	+4,727	New	+$290K	﹤0.01%	2031
2020 Q1	–	Sell	-3,837	Closed	-$206K	–	532
2019 Q4	$206K	Buy	+3,837	New	+$203K	0.01%	504

Other funds holding XMLV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cerity Partners's XMLV Position: Q2 2026 in Review

Cerity Partners increased its Invesco S&P MidCap Low Volatility ETF (XMLV) stake by 74% in Q2 2026, buying an estimated $200K and bringing the position to 7,202 shares worth $478K. The position accounts for ﹤0.01% of the portfolio, ranked #2460.

Cerity Partners first reported a position in XMLV in Q4 2019 and has held it in 6 quarters since. 176 funds tracked by Wall St. Rank hold XMLV as of Q2 2026.

Cerity Partners held 7,202 shares of Invesco S&P MidCap Low Volatility ETF worth $478K as of Q2 2026.
Cerity Partners bought 3,072 Invesco S&P MidCap Low Volatility ETF shares in Q2 2026, an estimated $200K.
Invesco S&P MidCap Low Volatility ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2460 holding.
Cerity Partners first reported a position in Invesco S&P MidCap Low Volatility ETF in Q4 2019 and has held it in 6 quarters since.
176 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.