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CFS Investment Advisory Services’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

CFS Investment Advisory Services’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 		– Sell
-4,165
Closed -$260K – 366
2025
Q4 		$260K Sell
4,165
-27
-0.6% -$1.7K 0.02% 306
2025
Q3 		$264K Sell
4,192
-403
-9% -$25.3K 0.02% 304
2025
Q2 		$283K Sell
4,595
-95
-2% -$5.77K 0.02% 280
2025
Q1 		$289K Sell
4,690
-247
-5% -$15.2K 0.03% 269
2024
Q4 		$300K Sell
4,937
-231
-4% -$14.4K 0.03% 258
2024
Q3 		$315K Buy
+5,168
New +$302K 0.03% 247
2024
Q2 		– Sell
-5,296
Closed -$299K – 279
2024
Q1 		$299K Sell
5,296
-597
-10% -$32.2K 0.05% 137
2023
Q4 		$313K Sell
5,893
-27
-0.5% -$1.36K 0.06% 133
2023
Q3 		$291K Buy
+5,920
New +$306K 0.05% 148
2022
Q3 		– Sell
-21,125
Closed -$1.09M – 371
2022
Q2 		$1.09M Sell
21,125
-1,155,864
-98% -$62M 0.17% 122
2022
Q1 		$21K Buy
1,176,989
+1,153,696
+4,953% +$63.3M 0.09% 107
2021
Q4 		$1.28M Sell
23,293
-13,074
-36% -$730K 0.17% 120
2021
Q3 		$1.91M Buy
+36,367
New +$1.97M 0.26% 91
2020
Q4 		$1.92M Buy
+39,825
New +$1.79M 0.31% 85

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

CFS Investment Advisory Services's XMLV Position: Q1 2026 in Review

CFS Investment Advisory Services sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q1 2026, closing a stake of 4,165 shares — an estimated $260K sold.

CFS Investment Advisory Services first reported a position in XMLV in Q4 2020 and held it in 14 quarters. The position peaked at $1.92M in Q4 2020. 187 funds tracked by Wall St. Rank hold XMLV as of Q1 2026.

  • CFS Investment Advisory Services reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q1 2026 after selling out during the quarter.
  • CFS Investment Advisory Services sold 4,165 Invesco S&P MidCap Low Volatility ETF shares in Q1 2026, an estimated $260K.
  • CFS Investment Advisory Services first reported a position in Invesco S&P MidCap Low Volatility ETF in Q4 2020 and held it in 14 quarters.
  • CFS Investment Advisory Services's Invesco S&P MidCap Low Volatility ETF position peaked at $1.92M in Q4 2020.
  • 187 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q1 2026.

Based on CFS Investment Advisory Services's 13F filing for Q1 2026, filed 29 Apr 2026.