Creative Capital Management Investments’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Creative Capital Management 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	-332	Closed	-$21.1K	–	317
2025 Q3	$21.1K	Sell	332 -257	-44%	-$16.1K	0.01%	170
2025 Q2	$36.3K	Hold	589	–	–	0.01%	132
2025 Q1	$36.4K	Sell	589 -210	-26%	-$12.9K	0.01%	122
2024 Q4	$48.6K	Hold	799	–	–	0.02%	103
2024 Q3	$48.8K	Hold	799	–	–	0.02%	94
2024 Q2	$44.1K	Sell	799 -357	-31%	-$19.8K	0.02%	90
2024 Q1	$65.2K	Hold	1,156	–	–	0.03%	75
2023 Q4	$61.5K	Hold	1,156	–	–	0.04%	77
2023 Q3	$56.8K	Hold	1,156	–	–	0.04%	79
2023 Q2	$59.8K	Hold	1,156	–	–	0.04%	79
2023 Q1	$60.6K	Hold	1,156	–	–	0.04%	91
2022 Q4	$62K	Buy	+1,156	New	+$60.8K	0.05%	71

Other funds holding XMLV

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Creative Capital Management Investments's XMLV Position: Q4 2025 in Review

Creative Capital Management Investments sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q4 2025, closing a stake of 332 shares — an estimated $21.1K sold.

Creative Capital Management Investments first reported a position in XMLV in Q4 2022 and held it in 12 quarters. The position peaked at $65.2K in Q1 2024. 193 funds tracked by Wall St. Rank hold XMLV as of Q4 2025.

Creative Capital Management Investments reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q4 2025 after selling out during the quarter.
Creative Capital Management Investments sold 332 Invesco S&P MidCap Low Volatility ETF shares in Q4 2025, an estimated $21.1K.
Creative Capital Management Investments first reported a position in Invesco S&P MidCap Low Volatility ETF in Q4 2022 and held it in 12 quarters.
Creative Capital Management Investments's Invesco S&P MidCap Low Volatility ETF position peaked at $65.2K in Q1 2024.
193 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q4 2025.

Based on Creative Capital Management Investments's 13F filing for Q4 2025, filed 23 Jan 2026.