Creative Planning’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $370K | Sell |
5,884
-989
| -14% | -$63.9K | ﹤0.01% | 3257 |
|
|
2025
Q4 | $429K | Buy |
6,873
+421
| +7% | +$26.4K | ﹤0.01% | 2970 |
|
|
2025
Q3 | $410K | Buy |
6,452
+818
| +15% | +$51.3K | ﹤0.01% | 2891 |
|
|
2025
Q2 | $347K | Buy |
5,634
+336
| +6% | +$20.4K | ﹤0.01% | 2772 |
|
|
2025
Q1 | $327K | Sell |
5,298
-170
| -3% | -$10.4K | ﹤0.01% | 2671 |
|
|
2024
Q4 | $333K | Sell |
5,468
-514
| -9% | -$32.1K | ﹤0.01% | 2573 |
|
|
2024
Q3 | $365K | Buy |
5,982
+112
| +2% | +$6.54K | ﹤0.01% | 2365 |
|
|
2024
Q2 | $324K | Buy |
5,870
+405
| +7% | +$22.4K | ﹤0.01% | 2285 |
|
|
2024
Q1 | $308K | Sell |
5,465
-834
| -13% | -$44.9K | ﹤0.01% | 2232 |
|
|
2023
Q4 | $335K | Sell |
6,299
-89
| -1% | -$4.49K | ﹤0.01% | 2012 |
|
|
2023
Q3 | $314K | Sell |
6,388
-372
| -6% | -$19.2K | ﹤0.01% | 1901 |
|
|
2023
Q2 | $350K | Sell |
6,760
-155
| -2% | -$7.96K | ﹤0.01% | 1789 |
|
|
2023
Q1 | $362K | Buy |
6,915
+405
| +6% | +$21.9K | ﹤0.01% | 1677 |
|
|
2022
Q4 | $348K | Buy |
6,510
+524
| +9% | +$27.6K | ﹤0.01% | 1630 |
|
|
2022
Q3 | $288K | Buy |
5,986
+723
| +14% | +$38.2K | ﹤0.01% | 1672 |
|
|
2022
Q2 | $270K | Sell |
5,263
-118
| -2% | -$6.33K | ﹤0.01% | 1691 |
|
|
2022
Q1 | $300K | Sell |
5,381
-2,070
| -28% | -$114K | ﹤0.01% | 1645 |
|
|
2021
Q4 | $436K | Buy |
7,451
+2,336
| +46% | +$131K | ﹤0.01% | 1392 |
|
|
2021
Q3 | $269K | Sell |
5,115
-994
| -16% | -$53.9K | ﹤0.01% | 1662 |
|
|
2021
Q2 | $327K | Buy |
6,109
+1,442
| +31% | +$77.9K | ﹤0.01% | 1519 |
|
|
2021
Q1 | $244K | Buy |
4,667
+1
| +0% | +$50 | ﹤0.01% | 1935 |
|
|
2020
Q4 | $225K | Sell |
4,666
-138
| -3% | -$6.22K | ﹤0.01% | 1809 |
|
|
2020
Q3 | $200K | Sell |
4,804
-82
| -2% | -$3.49K | ﹤0.01% | 1686 |
|
|
2020
Q2 | $202K | Sell |
4,886
-7,462
| -60% | -$308K | ﹤0.01% | 1527 |
|
|
2020
Q1 | $492K | Sell |
12,348
-353
| -3% | -$17.5K | ﹤0.01% | 956 |
|
|
2019
Q4 | $683K | Buy |
12,701
+392
| +3% | +$20.8K | ﹤0.01% | 955 |
|
|
2019
Q3 | $648K | Buy |
12,309
+510
| +4% | +$26.4K | ﹤0.01% | 937 |
|
|
2019
Q2 | $605K | Sell |
11,799
-6,215
| -35% | -$315K | ﹤0.01% | 972 |
|
|
2019
Q1 | $895K | Buy |
18,014
+13,039
| +262% | +$626K | ﹤0.01% | 778 |
|
|
2018
Q4 | $221K | Buy |
+4,975
| New | +$233K | ﹤0.01% | 1424 |
|
|
2017
Q3 | – | Sell |
-1,729
| Closed | -$75K | – | 3745 |
|
|
2017
Q2 | $75K | Buy |
1,729
+250
| +17% | +$10.7K | ﹤0.01% | 2195 |
|
|
2017
Q1 | $63K | Hold |
1,479
| – | – | ﹤0.01% | 2306 |
|
|
2016
Q4 | $60K | Buy |
1,479
+479
| +48% | +$18.7K | ﹤0.01% | 2249 |
|
|
2016
Q3 | $39K | Sell |
1,000
-600
| -38% | -$23.6K | ﹤0.01% | 2566 |
|
|
2016
Q2 | $63K | Buy |
1,600
+1,447
| +946% | +$53.9K | ﹤0.01% | 1980 |
|
|
2016
Q1 | $6K | Buy |
+153
| New | +$5.21K | ﹤0.01% | 3516 |
|
|
2014
Q2 | – | Sell |
-450
| Closed | -$13K | – | 3984 |
|
|
2014
Q1 | $13K | Hold |
450
| – | – | ﹤0.01% | 2640 |
|
|
2013
Q4 | $13K | Hold |
450
| – | – | ﹤0.01% | 2434 |
|
|
2013
Q3 | $12K | Buy |
+450
| New | +$12.2K | ﹤0.01% | 2370 |
|
Other funds holding XMLV
BCM
DC
Creative Planning's XMLV Position: Q1 2026 in Review
Creative Planning reduced its Invesco S&P MidCap Low Volatility ETF (XMLV) stake by 14% in Q1 2026, selling an estimated $63.9K and leaving 5,884 shares worth $370K. The position accounts for ﹤0.01% of the portfolio, ranked #3257.
Creative Planning first reported a position in XMLV in Q3 2013 and has held it in 39 quarters since. The position peaked at $895K in Q1 2019. 187 funds tracked by Wall St. Rank hold XMLV as of Q1 2026.
- Creative Planning held 5,884 shares of Invesco S&P MidCap Low Volatility ETF worth $370K as of Q1 2026.
- Creative Planning sold 989 Invesco S&P MidCap Low Volatility ETF shares in Q1 2026, an estimated $63.9K.
- Invesco S&P MidCap Low Volatility ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3257 holding.
- Creative Planning first reported a position in Invesco S&P MidCap Low Volatility ETF in Q3 2013 and has held it in 39 quarters since.
- Creative Planning's Invesco S&P MidCap Low Volatility ETF position peaked at $895K in Q1 2019.
- 187 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.