Golden State Wealth Management’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Golden State Wealth 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
2026 Q2	$1.33M	Sell	20,010 -78	-0.4%	-$5.08K	0.12%	165
2026 Q1	$1.26M	Sell	20,088 -476	-2%	-$30.8K	0.14%	141
2025 Q4	$1.28M	Buy	20,564 +94	+0.5%	+$5.9K	0.14%	132
2025 Q3	$1.3M	Sell	20,470 -1,608	-7%	-$101K	0.14%	119
2025 Q2	$1.36M	Buy	22,078 +77	+0.3%	+$4.67K	0.17%	110
2025 Q1	$1.36M	Buy	22,001 +200	+0.9%	+$12.3K	0.2%	95
2024 Q4	$1.33M	Buy	+21,801	New	+$1.36M	0.2%	91
2020 Q2	–	Sell	-90	Closed	-$4K	–	969
2020 Q1	$4K	Buy	+90	New	+$4.47K	﹤0.01%	796
2019 Q4	–	Sell	-270	Closed	-$14K	–	994
2019 Q3	$14K	Sell	270 -88	-25%	-$4.56K	﹤0.01%	686
2019 Q2	$18K	Sell	358 -136	-28%	-$6.9K	0.01%	637
2019 Q1	$25K	Buy	+494	New	+$23.7K	0.01%	579

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

Golden State Wealth Management's XMLV Position: Q2 2026 in Review

Golden State Wealth Management reduced its Invesco S&P MidCap Low Volatility ETF (XMLV) stake by 0.39% in Q2 2026, selling an estimated $5.08K and leaving 20,010 shares worth $1.33M. The position accounts for 0.12% of the portfolio, ranked #165.

Golden State Wealth Management first reported a position in XMLV in Q1 2019 and has held it in 11 quarters since. The position peaked at $1.36M in Q2 2025. 189 funds tracked by Wall St. Rank hold XMLV as of Q2 2026.

Golden State Wealth Management held 20,010 shares of Invesco S&P MidCap Low Volatility ETF worth $1.33M as of Q2 2026.
Golden State Wealth Management sold 78 Invesco S&P MidCap Low Volatility ETF shares in Q2 2026, an estimated $5.08K.
Invesco S&P MidCap Low Volatility ETF made up 0.12% of Golden State Wealth Management's portfolio in Q2 2026, its #165 holding.
Golden State Wealth Management first reported a position in Invesco S&P MidCap Low Volatility ETF in Q1 2019 and has held it in 11 quarters since.
Golden State Wealth Management's Invesco S&P MidCap Low Volatility ETF position peaked at $1.36M in Q2 2025.
189 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.