CX Institutional’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

CX Institutional’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	$27K	Buy	411 +3	+0.7%	+$195	﹤0.01%	1106
2026 Q1	$26K	Buy	408 +3	+0.7%	+$194	﹤0.01%	1084
2025 Q4	$25K	Buy	405 +3	+0.7%	+$188	﹤0.01%	1082
2025 Q3	$26K	Buy	402 +3	+0.8%	+$188	﹤0.01%	1054
2025 Q2	$25K	Hold	399	–	–	﹤0.01%	940
2025 Q1	$25K	Buy	+399	New	+$24.5K	﹤0.01%	929
2021 Q4	–	Sell	-52	Closed	-$3K	–	914
2021 Q3	$3K	Hold	52	–	–	﹤0.01%	893
2021 Q2	$3K	Hold	52	–	–	﹤0.01%	894
2021 Q1	$3K	Hold	52	–	–	﹤0.01%	820
2020 Q4	$3K	Sell	52 -2,729	-98%	-$123K	﹤0.01%	806
2020 Q3	$116K	Sell	2,781 -1,212	-30%	-$51.6K	0.01%	299
2020 Q2	$165K	Sell	3,993 -2,764	-41%	-$114K	0.02%	248
2020 Q1	$269K	Sell	6,757 -241,164	-97%	-$12M	0.04%	211
2019 Q4	$13.3M	Buy	247,921 +563	+0.2%	+$29.8K	2.33%	8
2019 Q3	$13M	Sell	247,358 -85,698	-26%	-$4.44M	2.1%	9
2019 Q2	$17.1M	Sell	333,056 -2,899	-0.9%	-$147K	2.71%	4
2019 Q1	$16.7M	Sell	335,955 -9,727	-3%	-$467K	2.94%	1
2018 Q4	$15.3M	Buy	345,682 +105,493	+44%	+$4.94M	3.24%	2
2018 Q3	$11.7M	Buy	240,189 +7,882	+3%	+$381K	3.85%	2
2018 Q2	$10.9M	Buy	+232,307	New	+$10.7M	4.03%	2

Other funds holding XMLV

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 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

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

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

CX Institutional's XMLV Position: Q2 2026 in Review

CX Institutional increased its Invesco S&P MidCap Low Volatility ETF (XMLV) stake by 0.74% in Q2 2026, buying an estimated $195 and bringing the position to 411 shares worth $27K. The position accounts for ﹤0.01% of the portfolio, ranked #1106.

CX Institutional first reported a position in XMLV in Q2 2018 and has held it in 20 quarters since. The position peaked at $17.1M in Q2 2019. 189 funds tracked by Wall St. Rank hold XMLV as of Q2 2026.

CX Institutional held 411 shares of Invesco S&P MidCap Low Volatility ETF worth $27K as of Q2 2026.
CX Institutional bought 3 Invesco S&P MidCap Low Volatility ETF shares in Q2 2026, an estimated $195.
Invesco S&P MidCap Low Volatility ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1106 holding.
CX Institutional first reported a position in Invesco S&P MidCap Low Volatility ETF in Q2 2018 and has held it in 20 quarters since.
CX Institutional's Invesco S&P MidCap Low Volatility ETF position peaked at $17.1M in Q2 2019.
189 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.