GRP
XMLV icon

Global Retirement Partners’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Global Retirement 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 		$138K Buy
+2,078
New +$135K ﹤0.01% 1836
2025
Q4 		– Sell
-2,337
Closed -$149K – 4437
2025
Q3 		$149K Buy
2,337
+1,473
+170% +$92.4K ﹤0.01% 1327
2025
Q2 		$53.3K Buy
+864
New +$52.5K ﹤0.01% 1736
2024
Q4 		$15.7K Hold
258
– – ﹤0.01% 2205
2024
Q3 		$15.7K Sell
258
-514
-67% -$30K ﹤0.01% 2110
2024
Q2 		$42.6K Sell
772
-18
-2% -$998 ﹤0.01% 1621
2024
Q1 		$44.6K Sell
790
-300
-28% -$16.2K ﹤0.01% 1459
2023
Q4 		$57.5K Sell
1,090
-545
-33% -$27.5K ﹤0.01% 1297
2023
Q3 		$79.4K Sell
1,635
-343
-17% -$17.7K ﹤0.01% 1026
2023
Q2 		$102K Buy
1,978
+21
+1% +$1.08K 0.01% 941
2023
Q1 		$101K Sell
1,957
-651
-25% -$35.2K 0.01% 913
2022
Q4 		$140K Sell
2,608
-21
-0.8% -$1.1K 0.01% 704
2022
Q3 		$138K Buy
2,629
+6
+0.2% +$317 0.01% 680
2022
Q2 		$135K Buy
2,623
+2
+0.1% +$107 0.01% 656
2022
Q1 		$140K Buy
+2,621
New +$144K 0.01% 647
2021
Q4 		– Sell
-7,055
Closed -$371K – 1850
2021
Q3 		$371K Buy
7,055
+1
+0% +$54 0.04% 349
2021
Q2 		$377K Sell
7,054
-381
-5% -$20.6K 0.04% 344
2021
Q1 		$389K Sell
7,435
-270
-4% -$13.6K 0.05% 297
2020
Q4 		$371K Sell
7,705
-3,356
-30% -$151K 0.05% 284
2020
Q3 		$461K Buy
11,061
+2,518
+29% +$107K 0.07% 237
2020
Q2 		$354K Sell
8,543
-294
-3% -$12.1K 0.06% 272
2020
Q1 		$352K Buy
8,837
+5,619
+175% +$279K 0.07% 238
2019
Q4 		$173K Buy
3,218
+1,815
+129% +$96.2K 0.03% 391
2019
Q3 		$74K Buy
1,403
+483
+53% +$25K 0.01% 544
2019
Q2 		$47K Sell
920
-70
-7% -$3.55K 0.01% 625
2019
Q1 		$49K Buy
990
+70
+8% +$3.36K 0.01% 551
2018
Q4 		$41K Buy
+920
New +$43.1K 0.01% 550

Other funds holding XMLV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
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
DC
Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Global Retirement Partners's XMLV Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Invesco S&P MidCap Low Volatility ETF (XMLV) in Q2 2026: 2,078 shares worth $138K. The stake represents ﹤0.01% of the portfolio and ranks #1836 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in XMLV as recently as Q3 2025.

Global Retirement Partners first reported a position in XMLV in Q4 2018 and has held it in 27 quarters since. The position peaked at $461K in Q3 2020. 189 funds tracked by Wall St. Rank hold XMLV as of Q2 2026.

  • Global Retirement Partners held 2,078 shares of Invesco S&P MidCap Low Volatility ETF worth $138K as of Q2 2026.
  • Invesco S&P MidCap Low Volatility ETF was a new Global Retirement Partners position in Q2 2026.
  • Invesco S&P MidCap Low Volatility ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1836 holding.
  • Global Retirement Partners first reported a position in Invesco S&P MidCap Low Volatility ETF in Q4 2018 and has held it in 27 quarters since.
  • Global Retirement Partners's Invesco S&P MidCap Low Volatility ETF position peaked at $461K in Q3 2020.
  • 189 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.