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CFD
Creative Financial Designs’s
Invesco S&P MidCap Low Volatility ETF
XMLV
Stock Holding History
Creative Financial Designs’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
Q1
$11.2K
Hold
178
–
–
﹤0.01%
1380
2025
Q4
$11.1K
Hold
178
–
–
﹤0.01%
1339
2025
Q3
$11.3K
Hold
178
–
–
﹤0.01%
1334
2025
Q2
$11K
Hold
178
–
–
﹤0.01%
1316
2025
Q1
$11K
Hold
178
–
–
﹤0.01%
1277
2024
Q4
$10.8K
Hold
178
–
–
﹤0.01%
1225
2024
Q3
$10.9K
Hold
178
–
–
﹤0.01%
1179
2024
Q2
$9.83K
Hold
178
–
–
﹤0.01%
1164
2024
Q1
$10K
Hold
178
–
–
﹤0.01%
1136
2023
Q4
$9.47K
Hold
178
–
–
﹤0.01%
1107
2023
Q3
$8.75K
Hold
178
–
–
﹤0.01%
1065
2023
Q2
$9.21K
Hold
178
–
–
﹤0.01%
1038
2023
Q1
$9.33K
Hold
178
–
–
﹤0.01%
975
2022
Q4
$9.52K
Hold
178
–
–
﹤0.01%
909
2022
Q3
$9K
Hold
178
–
–
﹤0.01%
922
2022
Q2
$9K
Hold
178
–
–
﹤0.01%
896
2022
Q1
$10K
Hold
178
–
–
﹤0.01%
916
2021
Q4
$10K
Hold
178
–
–
﹤0.01%
913
2021
Q3
$9K
Hold
178
–
–
﹤0.01%
1043
2021
Q2
$10K
Hold
178
–
–
﹤0.01%
1032
2021
Q1
$9K
Hold
178
–
–
﹤0.01%
964
2020
Q4
$9K
Buy
+178
New
+$8.02K
﹤0.01%
893
Other funds holding XMLV
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Cambridge Investment Research Advisors
Fairfield, Iowa
$38.8B AUM
21.88%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
BCM
Brookstone Capital Management
Wheaton, Illinois
$8.75B AUM
16.46%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
DC
Dorval Corp
Maple Grove, Minnesota
$322M AUM
7.74%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
PNC Financial Services Group
Pittsburgh, Pennsylvania
$173B AUM
20.72%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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