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 Q2	$859K	Sell	12,957 -1,157	-8%	-$75.3K	0.06%	299
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

Other funds holding XMLV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BCM

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Clear Creek Financial Management's XMLV Position: Q2 2026 in Review

Clear Creek Financial Management reduced its Invesco S&P MidCap Low Volatility ETF (XMLV) stake by 8.2% in Q2 2026, selling an estimated $75.3K and leaving 12,957 shares worth $859K. The position accounts for 0.06% of the portfolio, ranked #299.

Clear Creek Financial Management first reported a position in XMLV in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.41M in Q1 2024. 189 funds tracked by Wall St. Rank hold XMLV as of Q2 2026.

Clear Creek Financial Management held 12,957 shares of Invesco S&P MidCap Low Volatility ETF worth $859K as of Q2 2026.
Clear Creek Financial Management sold 1,157 Invesco S&P MidCap Low Volatility ETF shares in Q2 2026, an estimated $75.3K.
Invesco S&P MidCap Low Volatility ETF made up 0.06% of Clear Creek Financial Management's portfolio in Q2 2026, its #299 holding.
Clear Creek Financial Management first reported a position in Invesco S&P MidCap Low Volatility ETF in Q1 2024 and has held it in 10 quarters since.
Clear Creek Financial Management's Invesco S&P MidCap Low Volatility ETF position peaked at $1.41M in Q1 2024.
189 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.