DFA
XMLV icon

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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DC
Dorval Corp Maple Grove, Minnesota $322M AUM 7.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

DHJJ Financial Advisors's XMLV Position: Q1 2026 in Review

DHJJ Financial Advisors increased its Invesco S&P MidCap Low Volatility ETF (XMLV) stake by 0.76% in Q1 2026, buying an estimated $259 and bringing the position to 527 shares worth $33.2K. The position accounts for 0.01% of the portfolio, ranked #464.

DHJJ Financial Advisors first reported a position in XMLV in Q2 2025 and has held it in 4 quarters since. 187 funds tracked by Wall St. Rank hold XMLV as of Q1 2026.

  • DHJJ Financial Advisors held 527 shares of Invesco S&P MidCap Low Volatility ETF worth $33.2K as of Q1 2026.
  • DHJJ Financial Advisors bought 4 Invesco S&P MidCap Low Volatility ETF shares in Q1 2026, an estimated $259.
  • Invesco S&P MidCap Low Volatility ETF made up 0.01% of DHJJ Financial Advisors's portfolio in Q1 2026, its #464 holding.
  • DHJJ Financial Advisors first reported a position in Invesco S&P MidCap Low Volatility ETF in Q2 2025 and has held it in 4 quarters since.
  • 187 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.