FFA
XMLV icon

Farther Finance Advisors’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Farther Finance 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
2026
Q2 		$170K Sell
2,567
-128
-5% -$8.34K ﹤0.01% 2373
2026
Q1 		$170K Buy
2,695
+2
+0.1% +$129 ﹤0.01% 2132
2025
Q4 		$168K Buy
2,693
+1,405
+109% +$88.2K ﹤0.01% 2027
2025
Q3 		$81.9K Buy
1,288
+950
+281% +$59.6K ﹤0.01% 2158
2025
Q2 		$20.8K Buy
338
+29
+9% +$1.76K ﹤0.01% 2649
2025
Q1 		$19.2K Hold
309
– – ﹤0.01% 2407
2024
Q4 		$18.8K Sell
309
-185
-37% -$11.6K ﹤0.01% 2106
2024
Q3 		$30.2K Buy
494
+390
+375% +$22.8K ﹤0.01% 1896
2024
Q2 		$5.71K Hold
104
– – ﹤0.01% 2342
2024
Q1 		$5.83K Hold
104
– – ﹤0.01% 1997
2023
Q4 		$5.53K Hold
104
– – ﹤0.01% 1917
2023
Q3 		$5.11K Hold
104
– – ﹤0.01% 1511
2023
Q2 		$5.38K Hold
104
– – ﹤0.01% 1400
2023
Q1 		$5.45K Buy
+104
New +$5.63K ﹤0.01% 1318

Other funds holding XMLV

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 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
JWWM
Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return
TBFA
Three Bearings Fiduciary Advisors Hampton, New Hampshire $112M AUM
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Farther Finance Advisors's XMLV Position: Q2 2026 in Review

Farther Finance Advisors reduced its Invesco S&P MidCap Low Volatility ETF (XMLV) stake by 4.7% in Q2 2026, selling an estimated $8.34K and leaving 2,567 shares worth $170K. The position accounts for ﹤0.01% of the portfolio, ranked #2373.

Farther Finance Advisors first reported a position in XMLV in Q1 2023 and has held it in 14 quarters since. 30 funds tracked by Wall St. Rank hold XMLV as of Q2 2026.

  • Farther Finance Advisors held 2,567 shares of Invesco S&P MidCap Low Volatility ETF worth $170K as of Q2 2026.
  • Farther Finance Advisors sold 128 Invesco S&P MidCap Low Volatility ETF shares in Q2 2026, an estimated $8.34K.
  • Invesco S&P MidCap Low Volatility ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #2373 holding.
  • Farther Finance Advisors first reported a position in Invesco S&P MidCap Low Volatility ETF in Q1 2023 and has held it in 14 quarters since.
  • 30 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.