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

Commonwealth Financial 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 		$327K Sell
5,192
-477
-8% -$30.8K 0.05% 169
2025
Q4 		$354K Sell
5,669
-226
-4% -$14.2K 0.06% 154
2025
Q3 		$375K Sell
5,895
-630
-10% -$39.5K 0.06% 139
2025
Q2 		$402K Sell
6,525
-60
-0.9% -$3.64K 0.08% 128
2025
Q1 		$406K Sell
6,585
-254
-4% -$15.6K 0.08% 123
2024
Q4 		$416K Hold
6,839
– – 0.08% 118
2024
Q3 		$416K Sell
6,839
-1
-0% -$58 0.08% 114
2024
Q2 		$374K Sell
6,840
-1,973
-22% -$109K 0.08% 112
2024
Q1 		$469K Buy
+8,813
New +$475K 0.11% 92
2023
Q4 		– Sell
-27,923
Closed -$1.37M – 208
2023
Q3 		$1.37M Buy
+27,923
New +$1.44M 0.41% 50

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