EPW
XMLV icon

Evolve Private Wealth’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Evolve Private Wealth’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 		– Sell
-4,342
Closed -$273K – 1255
2026
Q1 		$273K Hold
4,342
– – 0.01% 819
2025
Q4 		$271K Buy
+4,342
New +$273K 0.02% 774

Other funds holding XMLV

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Evolve Private Wealth's XMLV Position: Q2 2026 in Review

Evolve Private Wealth sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q2 2026, closing a stake of 4,342 shares — an estimated $273K sold.

Evolve Private Wealth first reported a position in XMLV in Q4 2025 and held it in 2 quarters. The position peaked at $273K in Q1 2026. 189 funds tracked by Wall St. Rank hold XMLV as of Q2 2026.

  • Evolve Private Wealth reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q2 2026 after selling out during the quarter.
  • Evolve Private Wealth sold 4,342 Invesco S&P MidCap Low Volatility ETF shares in Q2 2026, an estimated $273K.
  • Evolve Private Wealth first reported a position in Invesco S&P MidCap Low Volatility ETF in Q4 2025 and held it in 2 quarters.
  • Evolve Private Wealth's Invesco S&P MidCap Low Volatility ETF position peaked at $273K in Q1 2026.
  • 189 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q2 2026.

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