GWP
XMLV icon

Gen-Wealth Partners’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Gen-Wealth Partners’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
Q1 		$115K Hold
1,833
– – 0.04% 311
2025
Q4 		$114K Hold
1,833
– – 0.04% 312
2025
Q3 		$117K Hold
1,833
– – 0.04% 302
2025
Q2 		$113K Hold
1,833
– – 0.04% 271
2025
Q1 		$113K Hold
1,833
– – 0.05% 264
2024
Q4 		$111K Hold
1,833
– – 0.05% 272
2024
Q3 		$113K Hold
1,833
– – 0.05% 271
2024
Q2 		$101K Hold
1,833
– – 0.05% 281
2024
Q1 		$103K Buy
+1,833
New +$98.8K 0.05% 295

Other funds holding XMLV

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 $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $8.75B AUM 16.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
DC
Dorval Corp Maple Grove, Minnesota $322M AUM 7.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return