Darwin Wealth Management’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Darwin Wealth Management’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
2025 Q4	–	Sell	-51	Closed	-$3.27K	–	694
2025 Q3	$3.27K	Hold	51	–	–	﹤0.01%	468
2025 Q2	$3.17K	Sell	51 -155	-75%	-$9.41K	﹤0.01%	452
2025 Q1	$12.6K	Hold	206	–	–	﹤0.01%	356
2024 Q4	$12.6K	Hold	206	–	–	﹤0.01%	356
2024 Q3	$12.6K	Buy	+206	New	+$12K	﹤0.01%	359
2020 Q2	–	Sell	-512	Closed	-$20K	–	817
2020 Q1	$20K	Buy	+512	New	+$25.5K	0.01%	365

Other funds holding XMLV

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

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

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

Darwin Wealth Management's XMLV Position: Q4 2025 in Review

Darwin Wealth Management sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q4 2025, closing a stake of 51 shares — an estimated $3.27K sold.

Darwin Wealth Management first reported a position in XMLV in Q1 2020 and held it in 6 quarters. The position peaked at $20K in Q1 2020. 193 funds tracked by Wall St. Rank hold XMLV as of Q4 2025.

Darwin Wealth Management reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q4 2025 after selling out during the quarter.
Darwin Wealth Management sold 51 Invesco S&P MidCap Low Volatility ETF shares in Q4 2025, an estimated $3.27K.
Darwin Wealth Management first reported a position in Invesco S&P MidCap Low Volatility ETF in Q1 2020 and held it in 6 quarters.
Darwin Wealth Management's Invesco S&P MidCap Low Volatility ETF position peaked at $20K in Q1 2020.
193 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q4 2025.

Based on Darwin Wealth Management's 13F filing for Q4 2025, filed 22 Jan 2026.