CIBC Private Wealth Group’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

CIBC Private Wealth Group’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 Q4	$160K	Sell	2,558 -62	-2%	-$3.89K	﹤0.01%	1300
2025 Q3	$167K	Sell	2,620 -970	-27%	-$60.8K	﹤0.01%	1261
2025 Q2	$221K	Hold	3,590	–	–	﹤0.01%	1088
2025 Q1	$199K	Sell	3,590 -215	-6%	-$13.2K	﹤0.01%	1081
2024 Q4	$229K	Sell	3,805 -28	-0.7%	-$1.75K	﹤0.01%	1103
2024 Q3	$234K	Buy	3,833 +133	+4%	+$7.76K	﹤0.01%	1108
2024 Q2	$202K	Buy	3,700 +176	+5%	+$9.76K	﹤0.01%	1095
2024 Q1	$198K	Sell	3,524 -246	-7%	-$13.3K	﹤0.01%	1130
2023 Q4	$200K	Buy	+3,770	New	+$190K	﹤0.01%	1073

Other funds holding XMLV

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

BCM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CIBC Private Wealth Group's XMLV Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its Invesco S&P MidCap Low Volatility ETF (XMLV) stake by 2.4% in Q4 2025, selling an estimated $3.89K and leaving 2,558 shares worth $160K. The position accounts for ﹤0.01% of the portfolio, ranked #1300.

CIBC Private Wealth Group first reported a position in XMLV in Q4 2023 and has held it in 9 quarters since. The position peaked at $234K in Q3 2024. 192 funds tracked by Wall St. Rank hold XMLV as of Q4 2025.

CIBC Private Wealth Group held 2,558 shares of Invesco S&P MidCap Low Volatility ETF worth $160K as of Q4 2025.
CIBC Private Wealth Group sold 62 Invesco S&P MidCap Low Volatility ETF shares in Q4 2025, an estimated $3.89K.
Invesco S&P MidCap Low Volatility ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1300 holding.
CIBC Private Wealth Group first reported a position in Invesco S&P MidCap Low Volatility ETF in Q4 2023 and has held it in 9 quarters since.
CIBC Private Wealth Group's Invesco S&P MidCap Low Volatility ETF position peaked at $234K in Q3 2024.
192 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.