Daiwa Securities Group
XMLV icon

Daiwa Securities Group’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Daiwa Securities Group’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 		$763K Buy
11,500
+400
+4% +$26.1K ﹤0.01% 883
2026
Q1 		$699K Buy
11,100
+3,900
+54% +$252K ﹤0.01% 842
2025
Q4 		$449K Hold
7,200
– – ﹤0.01% 914
2025
Q3 		$458K Sell
7,200
-600
-8% -$37.6K ﹤0.01% 902
2025
Q2 		$481K Sell
7,800
-300
-4% -$18.2K ﹤0.01% 876
2025
Q1 		$500K Buy
8,100
+300
+4% +$18.4K ﹤0.01% 818
2024
Q4 		$474K Buy
7,800
+1,700
+28% +$106K ﹤0.01% 836
2024
Q3 		$372K Buy
+6,100
New +$356K ﹤0.01% 896
2021
Q1 		– Sell
-4,000
Closed -$192K – 1291
2020
Q4 		$192K Sell
4,000
-200
-5% -$9.01K ﹤0.01% 894
2020
Q3 		$175K Buy
4,200
+200
+5% +$8.52K ﹤0.01% 879
2020
Q2 		$159K Hold
4,000
– – ﹤0.01% 797
2020
Q1 		$159K Buy
4,000
+400
+11% +$19.9K ﹤0.01% 884
2019
Q4 		$194K Buy
3,600
+1,200
+50% +$63.6K ﹤0.01% 902
2019
Q3 		$126K Sell
2,400
-1,600
-40% -$83K ﹤0.01% 921
2019
Q2 		$205K Hold
4,000
– – ﹤0.01% 881
2019
Q1 		$199K Buy
4,000
+600
+18% +$28.8K ﹤0.01% 870
2018
Q4 		$151K Hold
3,400
– – ﹤0.01% 860
2018
Q3 		$165K Sell
3,400
-100
-3% -$4.84K ﹤0.01% 893
2018
Q2 		$165K Buy
3,500
+1,700
+94% +$77.9K ﹤0.01% 896
2018
Q1 		$81K Buy
1,800
+300
+20% +$13.4K ﹤0.01% 932
2017
Q4 		$68K Buy
+1,500
New +$68K ﹤0.01% 947

Other funds holding XMLV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
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
DC
Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Daiwa Securities Group's XMLV Position: Q2 2026 in Review

Daiwa Securities Group increased its Invesco S&P MidCap Low Volatility ETF (XMLV) stake by 3.6% in Q2 2026, buying an estimated $26.1K and bringing the position to 11,500 shares worth $763K. The position accounts for ﹤0.01% of the portfolio, ranked #883.

Daiwa Securities Group first reported a position in XMLV in Q4 2017 and has held it in 21 quarters since. 189 funds tracked by Wall St. Rank hold XMLV as of Q2 2026.

  • Daiwa Securities Group held 11,500 shares of Invesco S&P MidCap Low Volatility ETF worth $763K as of Q2 2026.
  • Daiwa Securities Group bought 400 Invesco S&P MidCap Low Volatility ETF shares in Q2 2026, an estimated $26.1K.
  • Invesco S&P MidCap Low Volatility ETF made up ﹤0.01% of Daiwa Securities Group's portfolio in Q2 2026, its #883 holding.
  • Daiwa Securities Group first reported a position in Invesco S&P MidCap Low Volatility ETF in Q4 2017 and has held it in 21 quarters since.
  • 189 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q2 2026.

Based on Daiwa Securities Group's 13F filing for Q2 2026, filed 31 Jul 2026.