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DC
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
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
New York
$1.66T AUM
25.57%
1-Year Est. Return
Cambridge Investment Research Advisors
Fairfield, Iowa
$38.8B AUM
21.88%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
BCM
Brookstone Capital Management
Wheaton, Illinois
$8.75B AUM
16.46%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
DC
Dorval Corp
Maple Grove, Minnesota
$322M AUM
7.74%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
PNC Financial Services Group
Pittsburgh, Pennsylvania
$173B AUM
20.72%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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