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Financial Advocates Investment Management’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Financial Advocates Investment 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
2025
Q3 		– Sell
-12,978
Closed -$800K – 615
2025
Q2 		$800K Sell
12,978
-1,540
-11% -$93.5K 0.07% 265
2025
Q1 		$896K Sell
14,518
-85
-0.6% -$5.22K 0.06% 300
2024
Q4 		$888K Sell
14,603
-3,052
-17% -$191K 0.05% 324
2024
Q3 		$1.02M Sell
17,655
-203
-1% -$11.9K 0.06% 304
2024
Q2 		$986K Sell
17,858
-4,523
-20% -$251K 0.06% 295
2024
Q1 		$1.23M Sell
22,381
-707
-3% -$38.1K 0.07% 270
2023
Q4 		$1.2M Buy
23,088
+3,865
+20% +$195K 0.08% 252
2023
Q3 		$899K Sell
19,223
-874
-4% -$45.1K 0.06% 289
2023
Q2 		$1.04M Sell
20,097
-825
-4% -$42.4K 0.07% 261
2023
Q1 		$1.1M Sell
20,922
-233
-1% -$12.6K 0.08% 272
2022
Q4 		$1.13M Buy
21,155
+1,216
+6% +$63.9K 0.08% 258
2022
Q3 		$956K Sell
19,939
-4,581
-19% -$242K 0.08% 258
2022
Q2 		$1.26M Sell
24,520
-9,186
-27% -$493K 0.1% 226
2022
Q1 		$1.88M Buy
33,706
+5,461
+19% +$300K 0.12% 200
2021
Q4 		$1.65M Sell
28,245
-8,746
-24% -$489K 0.1% 232
2021
Q3 		$1.94M Sell
36,991
-26,007
-41% -$1.41M 0.13% 184
2021
Q2 		$3.37M Buy
62,998
+4,715
+8% +$255K 0.23% 112
2021
Q1 		$3.03M Buy
58,283
+212
+0.4% +$10.7K 0.21% 106
2020
Q4 		$2.79M Sell
58,071
-4,965
-8% -$224K 0.19% 117
2020
Q3 		$2.63M Buy
63,036
+3,265
+5% +$139K 0.22% 91
2020
Q2 		$2.47M Buy
59,771
+5,901
+11% +$244K 0.23% 101
2020
Q1 		$2.15M Buy
53,870
+10,519
+24% +$523K 0.31% 82
2019
Q4 		$2.33M Sell
43,351
-147
-0.3% -$7.79K 0.25% 103
2019
Q3 		$2.29M Buy
+43,498
New +$2.26M 0.26% 103
2019
Q1 		– Sell
-63,518
Closed -$2.82M – 471
2018
Q4 		$2.82M Buy
63,518
+56,160
+763% +$2.63M 0.38% 71
2018
Q3 		$357K Buy
7,358
+2,876
+64% +$139K 0.04% 345
2018
Q2 		$211K Sell
4,482
-439
-9% -$20.1K 0.03% 453
2018
Q1 		$221K Sell
4,921
-1,166
-19% -$52.1K 0.03% 431
2017
Q4 		$237K Buy
+6,087
New +$276K 0.03% 413

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 $1.66T AUM 25.57% 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 $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DC
Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Financial Advocates Investment Management's XMLV Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q3 2025, closing a stake of 12,978 shares — an estimated $800K sold.

Financial Advocates Investment Management first reported a position in XMLV in Q4 2017 and held it in 29 quarters. The position peaked at $3.37M in Q2 2021. 194 funds tracked by Wall St. Rank hold XMLV as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 12,978 Invesco S&P MidCap Low Volatility ETF shares in Q3 2025, an estimated $800K.
  • Financial Advocates Investment Management first reported a position in Invesco S&P MidCap Low Volatility ETF in Q4 2017 and held it in 29 quarters.
  • Financial Advocates Investment Management's Invesco S&P MidCap Low Volatility ETF position peaked at $3.37M in Q2 2021.
  • 194 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.