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

EverSource 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
2025
Q4 		– Sell
-860
Closed -$54.7K – 4468
2025
Q3 		$54.7K Hold
860
– – ﹤0.01% 1643
2025
Q2 		$53K Buy
+860
New +$52.2K ﹤0.01% 1579

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

EverSource Wealth Advisors's XMLV Position: Q4 2025 in Review

EverSource Wealth Advisors sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q4 2025, closing a stake of 860 shares — an estimated $54.7K sold.

EverSource Wealth Advisors first reported a position in XMLV in Q2 2025 and held it in 2 quarters. The position peaked at $54.7K in Q3 2025. 193 funds tracked by Wall St. Rank hold XMLV as of Q4 2025.

  • EverSource Wealth Advisors reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q4 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 860 Invesco S&P MidCap Low Volatility ETF shares in Q4 2025, an estimated $54.7K.
  • EverSource Wealth Advisors first reported a position in Invesco S&P MidCap Low Volatility ETF in Q2 2025 and held it in 2 quarters.
  • EverSource Wealth Advisors's Invesco S&P MidCap Low Volatility ETF position peaked at $54.7K in Q3 2025.
  • 193 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q4 2025.

Based on EverSource Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.