Coppell Advisory Solutions’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Coppell Advisory Solutions’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	$418K	Buy	+100	New	+$6.51K	0.03%	327
2024 Q4	–	Sell	-105	Closed	-$6.38K	–	2091
2024 Q3	$6.38K	Sell	105 -25	-19%	-$1.46K	﹤0.01%	1209
2024 Q2	$7.18K	Buy	+130	New	+$7.21K	﹤0.01%	1112
2023 Q4	$7.98K	Hold	150	–	–	﹤0.01%	991
2023 Q3	$8.02K	Hold	150	–	–	﹤0.01%	637
2023 Q2	$7.75K	Buy	+150	New	+$7.71K	﹤0.01%	752
2023 Q1	–	Sell	-150	Closed	-$8.02K	–	1114
2022 Q4	$8.02K	Buy	+150	New	+$7.89K	﹤0.01%	645

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

Coppell Advisory Solutions's XMLV Position: Q2 2026 in Review

Coppell Advisory Solutions opened a new position in Invesco S&P MidCap Low Volatility ETF (XMLV) in Q2 2026: 100 shares worth $418K. The stake represents 0.03% of the portfolio and ranks #327 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in XMLV as recently as Q3 2024.

Coppell Advisory Solutions first reported a position in XMLV in Q4 2022 and has held it in 7 quarters since. 189 funds tracked by Wall St. Rank hold XMLV as of Q2 2026.

Coppell Advisory Solutions held 100 shares of Invesco S&P MidCap Low Volatility ETF worth $418K as of Q2 2026.
Invesco S&P MidCap Low Volatility ETF was a new Coppell Advisory Solutions position in Q2 2026.
Invesco S&P MidCap Low Volatility ETF made up 0.03% of Coppell Advisory Solutions's portfolio in Q2 2026, its #327 holding.
Coppell Advisory Solutions first reported a position in Invesco S&P MidCap Low Volatility ETF in Q4 2022 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 Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.