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 Q2	$208K	Buy	+3,136	New	+$204K	﹤0.01%	1489
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 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 22.96% 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

EP Wealth Advisors's XMLV Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in Invesco S&P MidCap Low Volatility ETF (XMLV) in Q2 2026: 3,136 shares worth $208K. The stake represents ﹤0.01% of the portfolio and ranks #1489 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in XMLV as recently as Q4 2025.

EP Wealth Advisors first reported a position in XMLV in Q4 2022 and has held it in 10 quarters since. The position peaked at $225K in Q4 2022. 189 funds tracked by Wall St. Rank hold XMLV as of Q2 2026.

EP Wealth Advisors held 3,136 shares of Invesco S&P MidCap Low Volatility ETF worth $208K as of Q2 2026.
Invesco S&P MidCap Low Volatility ETF was a new EP Wealth Advisors position in Q2 2026.
Invesco S&P MidCap Low Volatility ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1489 holding.
EP Wealth Advisors first reported a position in Invesco S&P MidCap Low Volatility ETF in Q4 2022 and has held it in 10 quarters since.
EP Wealth Advisors's Invesco S&P MidCap Low Volatility ETF position peaked at $225K in Q4 2022.
189 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.