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XMLV icon

GWN Securities’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

GWN Securities’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
Q2 		– Sell
-13,743
Closed -$839K – 736
2025
Q1 		$839K Buy
+13,743
New +$844K 0.05% 332

Other funds holding XMLV

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DC
Dorval Corp Maple Grove, Minnesota $322M AUM 7.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

GWN Securities's XMLV Position: Q2 2025 in Review

GWN Securities sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q2 2025, closing a stake of 13,743 shares — an estimated $839K sold.

GWN Securities first reported a position in XMLV in Q1 2025 and held it in 1 quarter. The position peaked at $839K in Q1 2025. 202 funds tracked by Wall St. Rank hold XMLV as of Q2 2025.

  • GWN Securities reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q2 2025 after selling out during the quarter.
  • GWN Securities sold 13,743 Invesco S&P MidCap Low Volatility ETF shares in Q2 2025, an estimated $839K.
  • GWN Securities first reported a position in Invesco S&P MidCap Low Volatility ETF in Q1 2025 and held it in 1 quarter.
  • GWN Securities's Invesco S&P MidCap Low Volatility ETF position peaked at $839K in Q1 2025.
  • 202 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q2 2025.

Based on GWN Securities's 13F filing for Q2 2025, filed 1 Aug 2025.