GSWM
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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
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 – 946
2020
Q1 		$4K Buy
+90
New +$4.47K ﹤0.01% 796
2019
Q4 		– Sell
-270
Closed -$14K – 995
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
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