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Congress Wealth Management’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Congress Wealth 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
2025
Q2 		$206K Buy
3,336
+18
+0.5% +$1.09K ﹤0.01% 1141
2025
Q1 		$205K Buy
+3,318
New +$204K ﹤0.01% 1030

Other funds holding XMLV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DC
Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Congress Wealth Management's XMLV Position: Q2 2025 in Review

Congress Wealth Management increased its Invesco S&P MidCap Low Volatility ETF (XMLV) stake by 0.54% in Q2 2025, buying an estimated $1.09K and bringing the position to 3,336 shares worth $206K. The position accounts for ﹤0.01% of the portfolio, ranked #1141.

Congress Wealth Management first reported a position in XMLV in Q1 2025 and has held it in 2 quarters since. 202 funds tracked by Wall St. Rank hold XMLV as of Q2 2025.

  • Congress Wealth Management held 3,336 shares of Invesco S&P MidCap Low Volatility ETF worth $206K as of Q2 2025.
  • Congress Wealth Management bought 18 Invesco S&P MidCap Low Volatility ETF shares in Q2 2025, an estimated $1.09K.
  • Invesco S&P MidCap Low Volatility ETF made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1141 holding.
  • Congress Wealth Management first reported a position in Invesco S&P MidCap Low Volatility ETF in Q1 2025 and has held it in 2 quarters since.
  • 202 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.