Cetera Investment Advisers’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Cetera Investment Advisers’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	$7.49M	Buy	112,985 +7,911	+8%	+$515K	0.01%	1327
2026 Q1	$6.62M	Buy	105,074 +16,793	+19%	+$1.09M	0.01%	1320
2025 Q4	$5.51M	Buy	88,281 +15,884	+22%	+$998K	0.01%	1400
2025 Q3	$4.6M	Buy	72,397 +7,714	+12%	+$484K	0.01%	1464
2025 Q2	$3.99M	Buy	64,683 +576	+0.9%	+$35K	0.01%	1338
2025 Q1	$3.96M	Buy	+64,107	New	+$3.94M	0.01%	1264
2024 Q3	–	Sell	-55,554	Closed	-$3.07M	–	3926
2024 Q2	$3.07M	Sell	55,554 -7,840	-12%	-$435K	0.01%	1269
2024 Q1	$3.58M	Buy	63,394 +52,850	+501%	+$2.85M	0.01%	1171
2023 Q4	$561K	Sell	10,544 -385	-4%	-$19.4K	﹤0.01%	1430
2023 Q3	$537K	Sell	10,929 -1,602	-13%	-$82.7K	﹤0.01%	1378
2023 Q2	$648K	Sell	12,531 -352	-3%	-$18.1K	0.01%	1299
2023 Q1	$675K	Sell	12,883 -356	-3%	-$19.3K	0.01%	1247
2022 Q4	$708K	Sell	13,239 -13,053	-50%	-$686K	0.01%	1173
2022 Q3	$1K	Buy	26,292 +14,478	+123%	+$765K	﹤0.01%	1721
2022 Q2	$607K	Sell	11,814 -49	-0.4%	-$2.63K	0.01%	998
2022 Q1	$662K	Sell	11,863 -4,966	-30%	-$273K	0.01%	995
2021 Q4	$984K	Buy	16,829 +312	+2%	+$17.4K	0.01%	809
2021 Q3	$867K	Sell	16,517 -2,075	-11%	-$113K	0.01%	830
2021 Q2	$994K	Sell	18,592 -14,743	-44%	-$797K	0.02%	782
2021 Q1	$1.75M	Buy	33,335 +986	+3%	+$49.6K	0.03%	459
2020 Q4	$1.56M	Buy	32,349 +8,938	+38%	+$403K	0.03%	504
2020 Q3	$975K	Sell	23,411 -24,275	-51%	-$1.03M	0.08%	264
2020 Q2	$1.97M	Sell	47,686 -111,783	-70%	-$4.62M	0.18%	142
2020 Q1	$6.35M	Buy	159,469 +20,678	+15%	+$1.03M	0.78%	25
2019 Q4	$7.48M	Buy	138,791 +51,228	+59%	+$2.71M	0.75%	26
2019 Q3	$4.6M	Buy	+87,563	New	+$4.54M	0.56%	42
2019 Q2	–	Sell	-4,476	Closed	-$221K	–	536
2019 Q1	$221K	Buy	+4,476	New	+$215K	0.03%	439
2018 Q4	–	Sell	-5,030	Closed	-$244K	–	512
2018 Q3	$244K	Buy	5,030 +275	+6%	+$13.3K	0.04%	415
2018 Q2	$224K	Buy	+4,755	New	+$218K	0.04%	374

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

Cetera Investment Advisers's XMLV Position: Q2 2026 in Review

Cetera Investment Advisers increased its Invesco S&P MidCap Low Volatility ETF (XMLV) stake by 7.5% in Q2 2026, buying an estimated $515K and bringing the position to 112,985 shares worth $7.49M. The position accounts for 0.01% of the portfolio, ranked #1327.

Cetera Investment Advisers first reported a position in XMLV in Q2 2018 and has held it in 29 quarters since. 190 funds tracked by Wall St. Rank hold XMLV as of Q2 2026.

Cetera Investment Advisers held 112,985 shares of Invesco S&P MidCap Low Volatility ETF worth $7.49M as of Q2 2026.
Cetera Investment Advisers bought 7,911 Invesco S&P MidCap Low Volatility ETF shares in Q2 2026, an estimated $515K.
Invesco S&P MidCap Low Volatility ETF made up 0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1327 holding.
Cetera Investment Advisers first reported a position in Invesco S&P MidCap Low Volatility ETF in Q2 2018 and has held it in 29 quarters since.
190 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.