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

Evolution 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
2026 Q2	$62.4K	Hold	940	–	–	0.04%	277
2026 Q1	$59.2K	Hold	940	–	–	0.04%	241
2025 Q4	$58.6K	Hold	940	–	–	0.05%	224
2025 Q3	$59.7K	Hold	940	–	–	0.06%	186
2025 Q2	$58K	Buy	+940	New	+$57.1K	0.07%	165

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

Evolution Wealth Management's XMLV Position: Q2 2026 in Review

Evolution Wealth Management held its Invesco S&P MidCap Low Volatility ETF (XMLV) position steady in Q2 2026 at 940 shares worth $62.4K. The position accounts for 0.04% of the portfolio, ranked #277.

Evolution Wealth Management first reported a position in XMLV in Q2 2025 and has held it in 5 quarters since. 189 funds tracked by Wall St. Rank hold XMLV as of Q2 2026.

Evolution Wealth Management held 940 shares of Invesco S&P MidCap Low Volatility ETF worth $62.4K as of Q2 2026.
Evolution Wealth Management left its Invesco S&P MidCap Low Volatility ETF share count unchanged in Q2 2026.
Invesco S&P MidCap Low Volatility ETF made up 0.04% of Evolution Wealth Management's portfolio in Q2 2026, its #277 holding.
Evolution Wealth Management first reported a position in Invesco S&P MidCap Low Volatility ETF in Q2 2025 and has held it in 5 quarters since.
189 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.