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 Q3	$162K	Buy	2,571 +4	+0.2%	+$269	﹤0.01%	2469
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

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

IPAM

Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return

1WM

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Farther Finance Advisors's XMLV Position: Q3 2026 in Review

Farther Finance Advisors increased its Invesco S&P MidCap Low Volatility ETF (XMLV) stake by 0.16% in Q3 2026, buying an estimated $269 and bringing the position to 2,571 shares worth $162K. The position accounts for ﹤0.01% of the portfolio, ranked #2469.

Farther Finance Advisors first reported a position in XMLV in Q1 2023 and has held it in 15 quarters since. The position peaked at $170K in Q2 2026. 11 funds tracked by Wall St. Rank hold XMLV as of Q3 2026.

Farther Finance Advisors held 2,571 shares of Invesco S&P MidCap Low Volatility ETF worth $162K as of Q3 2026.
Farther Finance Advisors bought 4 Invesco S&P MidCap Low Volatility ETF shares in Q3 2026, an estimated $269.
Invesco S&P MidCap Low Volatility ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2469 holding.
Farther Finance Advisors first reported a position in Invesco S&P MidCap Low Volatility ETF in Q1 2023 and has held it in 15 quarters since.
Farther Finance Advisors's Invesco S&P MidCap Low Volatility ETF position peaked at $170K in Q2 2026.
11 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.