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 Q2	$122K	Hold	1,833	–	–	0.03%	308
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 New York $1.89T AUM 35.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Gen-Wealth Partners's XMLV Position: Q2 2026 in Review

Gen-Wealth Partners held its Invesco S&P MidCap Low Volatility ETF (XMLV) position steady in Q2 2026 at 1,833 shares worth $122K. The position accounts for 0.03% of the portfolio, ranked #308.

Gen-Wealth Partners first reported a position in XMLV in Q1 2024 and has held it in 10 quarters since. 189 funds tracked by Wall St. Rank hold XMLV as of Q2 2026.

Gen-Wealth Partners held 1,833 shares of Invesco S&P MidCap Low Volatility ETF worth $122K as of Q2 2026.
Gen-Wealth Partners left its Invesco S&P MidCap Low Volatility ETF share count unchanged in Q2 2026.
Invesco S&P MidCap Low Volatility ETF made up 0.03% of Gen-Wealth Partners's portfolio in Q2 2026, its #308 holding.
Gen-Wealth Partners first reported a position in Invesco S&P MidCap Low Volatility ETF in Q1 2024 and has held it in 10 quarters since.
189 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.