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Chris Bulman’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Chris Bulman’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
-3,974
Closed -$242K – 136
2024
Q4 		$242K Sell
3,974
-150
-4% -$9.37K 0.15% 108
2024
Q3 		$252K Sell
4,124
-160
-4% -$9.34K 0.17% 95
2024
Q2 		$237K Buy
+4,284
New +$237K 0.16% 89

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

Chris Bulman's XMLV Position: Q1 2025 in Review

Chris Bulman sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q1 2025, closing a stake of 3,974 shares — an estimated $242K sold.

Chris Bulman first reported a position in XMLV in Q2 2024 and held it in 3 quarters. The position peaked at $252K in Q3 2024. 194 funds tracked by Wall St. Rank hold XMLV as of Q1 2025.

  • Chris Bulman reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q1 2025 after selling out during the quarter.
  • Chris Bulman sold 3,974 Invesco S&P MidCap Low Volatility ETF shares in Q1 2025, an estimated $242K.
  • Chris Bulman first reported a position in Invesco S&P MidCap Low Volatility ETF in Q2 2024 and held it in 3 quarters.
  • Chris Bulman's Invesco S&P MidCap Low Volatility ETF position peaked at $252K in Q3 2024.
  • 194 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q1 2025.

Based on Chris Bulman's 13F filing for Q1 2025, filed 15 Apr 2025.