DHJJ Financial Advisors’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

DHJJ Financial Advisors’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	$35.2K	Buy	531 +4	+0.8%	+$260	0.01%	463
2026 Q1	$33.2K	Buy	527 +4	+0.8%	+$259	0.01%	464
2025 Q4	$32.6K	Buy	523 +4	+0.8%	+$251	0.01%	446
2025 Q3	$33K	Buy	519 +4	+0.8%	+$251	0.01%	421
2025 Q2	$31.8K	Buy	+515	New	+$31.3K	0.01%	409

Other funds holding XMLV

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

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

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

Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

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

DHJJ Financial Advisors's XMLV Position: Q2 2026 in Review

DHJJ Financial Advisors increased its Invesco S&P MidCap Low Volatility ETF (XMLV) stake by 0.76% in Q2 2026, buying an estimated $260 and bringing the position to 531 shares worth $35.2K. The position accounts for 0.01% of the portfolio, ranked #463.

DHJJ Financial Advisors first reported a position in XMLV in Q2 2025 and has held it in 5 quarters since. 189 funds tracked by Wall St. Rank hold XMLV as of Q2 2026.

DHJJ Financial Advisors held 531 shares of Invesco S&P MidCap Low Volatility ETF worth $35.2K as of Q2 2026.
DHJJ Financial Advisors bought 4 Invesco S&P MidCap Low Volatility ETF shares in Q2 2026, an estimated $260.
Invesco S&P MidCap Low Volatility ETF made up 0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #463 holding.
DHJJ Financial Advisors first reported a position in Invesco S&P MidCap Low Volatility ETF in Q2 2025 and has held it in 5 quarters since.
189 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.