EWM
XMLV icon

EPG Wealth Management’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

EPG Wealth Management’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
2025
Q2 		– Sell
-456
Closed -$28.2K – 422
2025
Q1 		$28.2K Buy
456
+3
+0.7% +$184 0.01% 325
2024
Q4 		$27.5K Buy
453
+3
+0.7% +$187 0.01% 329
2024
Q3 		$27.5K Buy
+450
New +$26.3K 0.01% 334
2024
Q2 		– Sell
-445
Closed -$24.7K – 356
2024
Q1 		$25.1K Buy
445
+3
+0.7% +$162 0.01% 352
2023
Q4 		$23.3K Buy
442
+2
+0.5% +$101 0.01% 342
2023
Q3 		$21.6K Buy
440
+2
+0.5% +$103 0.01% 337
2023
Q2 		$22.6K Buy
438
+3
+0.7% +$154 0.01% 327
2023
Q1 		$22.8K Buy
435
+3
+0.7% +$162 0.01% 332
2022
Q4 		$23.1K Buy
432
+2
+0.5% +$105 0.01% 300
2022
Q3 		$21K Buy
+430
New +$22.7K 0.01% 308
2022
Q2 		– Sell
-425
Closed -$24K – 403
2022
Q1 		$24K Buy
425
+2
+0.5% +$110 0.01% 327
2021
Q4 		$25K Buy
423
+1
+0.2% +$56 0.01% 332
2021
Q3 		$22K Buy
+422
New +$22.9K 0.01% 313
2020
Q3 		– Sell
-6,333
Closed -$262K – 153
2020
Q2 		$262K Sell
6,333
-3,116
-33% -$129K 0.19% 114
2020
Q1 		$376K Buy
+9,449
New +$470K 0.28% 73

Other funds holding XMLV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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 $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DC
Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

EPG Wealth Management's XMLV Position: Q2 2025 in Review

EPG Wealth Management sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q2 2025, closing a stake of 456 shares — an estimated $28.2K sold.

EPG Wealth Management first reported a position in XMLV in Q1 2020 and held it in 15 quarters. The position peaked at $376K in Q1 2020. 202 funds tracked by Wall St. Rank hold XMLV as of Q2 2025.

  • EPG Wealth Management reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q2 2025 after selling out during the quarter.
  • EPG Wealth Management sold 456 Invesco S&P MidCap Low Volatility ETF shares in Q2 2025, an estimated $28.2K.
  • EPG Wealth Management first reported a position in Invesco S&P MidCap Low Volatility ETF in Q1 2020 and held it in 15 quarters.
  • EPG Wealth Management's Invesco S&P MidCap Low Volatility ETF position peaked at $376K in Q1 2020.
  • 202 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q2 2025.

Based on EPG Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.