EWA
XMLV icon

EP Wealth Advisors’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

EP Wealth 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 		– Sell
-3,232
Closed -$202K – 1609
2025
Q4 		$202K Buy
+3,232
New +$203K ﹤0.01% 1386
2025
Q2 		$195K Hold
3,160
– – ﹤0.01% 1265
2025
Q1 		$195K Sell
3,160
-153
-5% -$9.4K ﹤0.01% 1142
2024
Q4 		$201K Buy
3,313
+76
+2% +$4.75K ﹤0.01% 1085
2024
Q3 		$198K Sell
3,237
-1
-0% -$58 ﹤0.01% 1052
2024
Q2 		$179K Hold
3,238
– – ﹤0.01% 772
2024
Q1 		$183K Sell
3,238
-50
-2% -$2.69K ﹤0.01% 748
2023
Q4 		$175K Buy
+3,288
New +$166K ﹤0.01% 733
2023
Q1 		– Sell
-4,200
Closed -$225K – 719
2022
Q4 		$225K Buy
+4,200
New +$221K ﹤0.01% 526

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 $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
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
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 $431B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return