Grey Fox Wealth Advisors’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Grey Fox Wealth Advisors’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
2025 Q4	–	Sell	-18	Closed	-$1.14K	–	619
2025 Q3	$1.14K	Buy	+18	New	+$1.13K	﹤0.01%	573
2023 Q2	–	Sell	-18	Closed	-$943	–	535
2023 Q1	$943	Hold	18	–	–	﹤0.01%	465
2022 Q4	$963	Buy	+18	New	+$947	﹤0.01%	363

Other funds holding XMLV

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Grey Fox Wealth Advisors's XMLV Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q4 2025, closing a stake of 18 shares — an estimated $1.14K sold.

Grey Fox Wealth Advisors first reported a position in XMLV in Q4 2022 and held it in 3 quarters. The position peaked at $1.14K in Q3 2025. 192 funds tracked by Wall St. Rank hold XMLV as of Q4 2025.

Grey Fox Wealth Advisors reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q4 2025 after selling out during the quarter.
Grey Fox Wealth Advisors sold 18 Invesco S&P MidCap Low Volatility ETF shares in Q4 2025, an estimated $1.14K.
Grey Fox Wealth Advisors first reported a position in Invesco S&P MidCap Low Volatility ETF in Q4 2022 and held it in 3 quarters.
Grey Fox Wealth Advisors's Invesco S&P MidCap Low Volatility ETF position peaked at $1.14K in Q3 2025.
192 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.