Cetera Investment Advisers
XMLV icon

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
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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DC
Dorval Corp Maple Grove, Minnesota $322M AUM 7.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Cetera Investment Advisers's XMLV Position: Q1 2026 in Review

Cetera Investment Advisers increased its Invesco S&P MidCap Low Volatility ETF (XMLV) stake by 19% in Q1 2026, buying an estimated $1.09M and bringing the position to 105,074 shares worth $6.62M. The position accounts for 0.01% of the portfolio, ranked #1320.

Cetera Investment Advisers first reported a position in XMLV in Q2 2018 and has held it in 28 quarters since. The position peaked at $7.48M in Q4 2019. 187 funds tracked by Wall St. Rank hold XMLV as of Q1 2026.

  • Cetera Investment Advisers held 105,074 shares of Invesco S&P MidCap Low Volatility ETF worth $6.62M as of Q1 2026.
  • Cetera Investment Advisers bought 16,793 Invesco S&P MidCap Low Volatility ETF shares in Q1 2026, an estimated $1.09M.
  • Invesco S&P MidCap Low Volatility ETF made up 0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #1320 holding.
  • Cetera Investment Advisers first reported a position in Invesco S&P MidCap Low Volatility ETF in Q2 2018 and has held it in 28 quarters since.
  • Cetera Investment Advisers's Invesco S&P MidCap Low Volatility ETF position peaked at $7.48M in Q4 2019.
  • 187 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.