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CPR Investments’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

CPR Investments’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
Q4 		– Sell
-3,420
Closed -$217K – 54
2025
Q3 		$217K Hold
3,420
– – 0.15% 47
2025
Q2 		$211K Buy
+3,420
New +$208K 0.16% 42

Other funds holding XMLV

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $666B AUM 30.12% 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 $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CPR Investments's XMLV Position: Q4 2025 in Review

CPR Investments sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q4 2025, closing a stake of 3,420 shares — an estimated $217K sold.

CPR Investments first reported a position in XMLV in Q2 2025 and held it in 2 quarters. The position peaked at $217K in Q3 2025. 192 funds tracked by Wall St. Rank hold XMLV as of Q4 2025.

  • CPR Investments reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q4 2025 after selling out during the quarter.
  • CPR Investments sold 3,420 Invesco S&P MidCap Low Volatility ETF shares in Q4 2025, an estimated $217K.
  • CPR Investments first reported a position in Invesco S&P MidCap Low Volatility ETF in Q2 2025 and held it in 2 quarters.
  • CPR Investments's Invesco S&P MidCap Low Volatility ETF position peaked at $217K in Q3 2025.
  • 192 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q4 2025.

Based on CPR Investments's 13F filing for Q4 2025, filed 14 Jan 2026.