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XMLV icon

CoreCap Advisors’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

CoreCap Advisors’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 		$5.04K Hold
76
– – ﹤0.01% 2284
2026
Q1 		$4.79K Hold
76
– – ﹤0.01% 2181
2025
Q4 		$4.74K Hold
76
– – ﹤0.01% 2230
2025
Q3 		$4.83K Hold
76
– – ﹤0.01% 2179
2025
Q2 		$4.69K Hold
76
– – ﹤0.01% 2132
2025
Q1 		$4.69K Hold
76
– – ﹤0.01% 2115
2024
Q4 		$4.62K Hold
76
– – ﹤0.01% 1993
2024
Q3 		$4.64K Buy
+76
New +$4.44K ﹤0.01% 1994
2024
Q2 		– Sell
-76
Closed -$4.29K – 2634
2024
Q1 		$4.29K Buy
+76
New +$4.09K ﹤0.01% 1952
2022
Q4 		$33.2K Buy
+621
New +$32.7K ﹤0.01% 1124
2022
Q3 		– Sell
-705
Closed -$36K – 2138
2022
Q2 		$36K Buy
+705
New +$37.8K ﹤0.01% 1050
2022
Q1 		– Sell
-707
Closed -$41K – 2132
2021
Q4 		$41K Buy
+707
New +$39.5K ﹤0.01% 1071

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TBFA
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MPWT
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JWA
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WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
TWM
TopTier Wealth Management Muskego, Wisconsin $166M AUM
TC
Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return