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Clear Creek Financial Management’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Clear Creek Financial Management’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 		$889K Sell
14,114
-305
-2% -$19.7K 0.07% 273
2025
Q4 		$899K Sell
14,419
-1,368
-9% -$85.9K 0.07% 257
2025
Q3 		$1M Sell
15,787
-1,008
-6% -$63.2K 0.09% 235
2025
Q2 		$1.04M Sell
16,795
-4,069
-20% -$247K 0.1% 214
2025
Q1 		$1.29M Sell
20,864
-869
-4% -$53.4K 0.13% 157
2024
Q4 		$1.32M Buy
21,733
+1,388
+7% +$86.7K 0.14% 140
2024
Q3 		$1.24M Sell
20,345
-483
-2% -$28.2K 0.14% 143
2024
Q2 		$1.15M Sell
20,828
-4,168
-17% -$231K 0.14% 138
2024
Q1 		$1.41M Buy
+24,996
New +$1.35M 0.18% 109

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