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Comprehensive Financial Planning’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Comprehensive Financial Planning’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 		$31.4K Buy
474
+4
+0.9% +$260 0.02% 203
2026
Q1 		$29.6K Buy
470
+4
+0.9% +$259 0.02% 187
2025
Q4 		$29.1K Buy
466
+3
+0.6% +$188 0.02% 191
2025
Q3 		$29.4K Buy
463
+3
+0.7% +$188 0.02% 191
2025
Q2 		$28.4K Buy
460
+4
+0.9% +$243 0.02% 179
2025
Q1 		$28.2K Buy
456
+3
+0.7% +$184 0.03% 163
2024
Q4 		$27.5K Buy
+453
New +$28.3K 0.02% 187

Other funds holding XMLV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
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
DC
Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Comprehensive Financial Planning's XMLV Position: Q2 2026 in Review

Comprehensive Financial Planning increased its Invesco S&P MidCap Low Volatility ETF (XMLV) stake by 0.85% in Q2 2026, buying an estimated $260 and bringing the position to 474 shares worth $31.4K. The position accounts for 0.02% of the portfolio, ranked #203.

Comprehensive Financial Planning first reported a position in XMLV in Q4 2024 and has held it in 7 quarters since. 189 funds tracked by Wall St. Rank hold XMLV as of Q2 2026.

  • Comprehensive Financial Planning held 474 shares of Invesco S&P MidCap Low Volatility ETF worth $31.4K as of Q2 2026.
  • Comprehensive Financial Planning bought 4 Invesco S&P MidCap Low Volatility ETF shares in Q2 2026, an estimated $260.
  • Invesco S&P MidCap Low Volatility ETF made up 0.02% of Comprehensive Financial Planning's portfolio in Q2 2026, its #203 holding.
  • Comprehensive Financial Planning first reported a position in Invesco S&P MidCap Low Volatility ETF in Q4 2024 and has held it in 7 quarters since.
  • 189 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.