DC
XMLV icon

Destiny Capital’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Destiny Capital’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 		$508K Sell
7,657
-683
-8% -$44.5K 0.24% 35
2026
Q1 		$525K Sell
8,340
-2,867
-26% -$185K 0.28% 36
2025
Q4 		$699K Sell
11,207
-118
-1% -$7.41K 0.36% 32
2025
Q3 		$720K Sell
11,325
-108
-0.9% -$6.77K 0.39% 29
2025
Q2 		$705K Sell
11,433
-326
-3% -$19.8K 0.43% 30
2025
Q1 		$726K Sell
11,759
-54
-0.5% -$3.32K 0.49% 28
2024
Q4 		$718K Buy
11,813
+7
+0.1% +$437 0.44% 26
2024
Q3 		$717K Sell
11,806
-440
-4% -$25.7K 0.44% 27
2024
Q2 		$676K Sell
12,246
-719
-6% -$39.9K 0.46% 28
2024
Q1 		$731K Sell
12,965
-1,773
-12% -$95.5K 0.51% 24
2023
Q4 		$784K Buy
+14,738
New +$743K 0.55% 25
2023
Q2 		$955K Sell
18,447
-932
-5% -$47.9K 0.74% 21
2023
Q1 		$1.02M Buy
19,379
+8
+0% +$433 0.83% 20
2022
Q4 		$1.07M Buy
+19,371
New +$1.02M 0.88% 21

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

Destiny Capital's XMLV Position: Q2 2026 in Review

Destiny Capital reduced its Invesco S&P MidCap Low Volatility ETF (XMLV) stake by 8.2% in Q2 2026, selling an estimated $44.5K and leaving 7,657 shares worth $508K. The position accounts for 0.24% of the portfolio, ranked #35.

Destiny Capital first reported a position in XMLV in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.07M in Q4 2022. 189 funds tracked by Wall St. Rank hold XMLV as of Q2 2026.

  • Destiny Capital held 7,657 shares of Invesco S&P MidCap Low Volatility ETF worth $508K as of Q2 2026.
  • Destiny Capital sold 683 Invesco S&P MidCap Low Volatility ETF shares in Q2 2026, an estimated $44.5K.
  • Invesco S&P MidCap Low Volatility ETF made up 0.24% of Destiny Capital's portfolio in Q2 2026, its #35 holding.
  • Destiny Capital first reported a position in Invesco S&P MidCap Low Volatility ETF in Q4 2022 and has held it in 14 quarters since.
  • Destiny Capital's Invesco S&P MidCap Low Volatility ETF position peaked at $1.07M in Q4 2022.
  • 189 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q2 2026.

Based on Destiny Capital's 13F filing for Q2 2026, filed 10 Aug 2026.