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 Q3	$7.37M	Buy	116,975 +116,564	+28,361%	+$7.85M	0.2%	122
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

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

IPAM

Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return

1WM

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

CX Institutional's XMLV Position: Q3 2026 in Review

CX Institutional increased its Invesco S&P MidCap Low Volatility ETF (XMLV) stake by 28,361% in Q3 2026, buying an estimated $7.85M and bringing the position to 116,975 shares worth $7.37M. The position accounts for 0.2% of the portfolio, ranked #122.

CX Institutional first reported a position in XMLV in Q2 2018 and has held it in 21 quarters since. The position peaked at $17.1M in Q2 2019. 10 funds tracked by Wall St. Rank hold XMLV as of Q3 2026.

CX Institutional held 116,975 shares of Invesco S&P MidCap Low Volatility ETF worth $7.37M as of Q3 2026.
CX Institutional bought 116,564 Invesco S&P MidCap Low Volatility ETF shares in Q3 2026, an estimated $7.85M.
Invesco S&P MidCap Low Volatility ETF made up 0.2% of CX Institutional's portfolio in Q3 2026, its #122 holding.
CX Institutional first reported a position in Invesco S&P MidCap Low Volatility ETF in Q2 2018 and has held it in 21 quarters since.
CX Institutional's Invesco S&P MidCap Low Volatility ETF position peaked at $17.1M in Q2 2019.
10 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.