EFS
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Essex Financial Services’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Essex Financial Services’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 		$664K Sell
10,005
-668
-6% -$43.5K 0.03% 413
2026
Q1 		$672K Buy
10,673
+47
+0.4% +$3.04K 0.04% 370
2025
Q4 		$663K Buy
10,626
+6
+0.1% +$377 0.04% 377
2025
Q3 		$675K Buy
10,620
+7
+0.1% +$439 0.04% 356
2025
Q2 		$655K Buy
10,613
+6
+0.1% +$364 0.04% 354
2025
Q1 		$655K Buy
10,607
+300
+3% +$18.4K 0.05% 325
2024
Q4 		$627K Buy
10,307
+6
+0.1% +$375 0.04% 331
2024
Q3 		$633K Sell
10,301
-304
-3% -$17.7K 0.05% 331
2024
Q2 		$609K Buy
10,605
+1,941
+22% +$108K 0.05% 333
2024
Q1 		$489K Buy
8,664
+7
+0.1% +$377 0.05% 330
2023
Q4 		$460K Buy
8,657
+5
+0.1% +$252 0.05% 321
2023
Q3 		$425K Sell
8,652
-289
-3% -$14.9K 0.05% 312
2023
Q2 		$463K Buy
8,941
+8
+0.1% +$411 0.05% 295
2023
Q1 		$468K Sell
8,933
-2,282
-20% -$124K 0.05% 300
2022
Q4 		$599K Buy
11,215
+1,697
+18% +$89.2K 0.06% 246
2022
Q3 		$457K Buy
9,518
+8
+0.1% +$422 0.05% 272
2022
Q2 		$489K Sell
9,510
-330
-3% -$17.7K 0.05% 273
2022
Q1 		$549K Buy
9,840
+883
+10% +$48.5K 0.05% 274
2021
Q4 		$524K Buy
+8,957
New +$500K 0.05% 277
2018
Q2 		– Sell
-6,429
Closed -$288K – 356
2018
Q1 		$288K Buy
+6,429
New +$288K 0.06% 272

Other funds holding XMLV

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
DC
Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Essex Financial Services's XMLV Position: Q2 2026 in Review

Essex Financial Services reduced its Invesco S&P MidCap Low Volatility ETF (XMLV) stake by 6.3% in Q2 2026, selling an estimated $43.5K and leaving 10,005 shares worth $664K. The position accounts for 0.03% of the portfolio, ranked #413.

Essex Financial Services first reported a position in XMLV in Q1 2018 and has held it in 20 quarters since. The position peaked at $675K in Q3 2025. 134 funds tracked by Wall St. Rank hold XMLV as of Q2 2026.

  • Essex Financial Services held 10,005 shares of Invesco S&P MidCap Low Volatility ETF worth $664K as of Q2 2026.
  • Essex Financial Services sold 668 Invesco S&P MidCap Low Volatility ETF shares in Q2 2026, an estimated $43.5K.
  • Invesco S&P MidCap Low Volatility ETF made up 0.03% of Essex Financial Services's portfolio in Q2 2026, its #413 holding.
  • Essex Financial Services first reported a position in Invesco S&P MidCap Low Volatility ETF in Q1 2018 and has held it in 20 quarters since.
  • Essex Financial Services's Invesco S&P MidCap Low Volatility ETF position peaked at $675K in Q3 2025.
  • 134 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.