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Harbour Investments’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Harbour Investments’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 		$3.31M Sell
49,869
-619
-1% -$40.3K 0.04% 373
2026
Q1 		$3.18M Buy
50,488
+10,332
+26% +$668K 0.05% 352
2025
Q4 		$2.5M Buy
40,156
+8,365
+26% +$525K 0.05% 331
2025
Q3 		$2.02M Sell
31,791
-1,270
-4% -$79.6K 0.05% 343
2025
Q2 		$2.04M Buy
33,061
+365
+1% +$22.2K 0.05% 323
2025
Q1 		$2.02M Buy
32,696
+502
+2% +$30.8K 0.06% 289
2024
Q4 		$1.96M Buy
32,194
+479
+2% +$29.9K 0.06% 294
2024
Q3 		$1.94M Sell
31,715
-429
-1% -$25K 0.06% 278
2024
Q2 		$1.78M Buy
32,144
+501
+2% +$27.8K 0.06% 275
2024
Q1 		$1.78M Sell
31,643
-31
-0.1% -$1.67K 0.06% 278
2023
Q4 		$1.68M Buy
31,674
+803
+3% +$40.5K 0.07% 262
2023
Q3 		$1.52M Sell
30,871
-9,771
-24% -$504K 0.08% 253
2023
Q2 		$2.1M Sell
40,642
-1,120
-3% -$57.5K 0.1% 193
2023
Q1 		$2.19M Buy
41,762
+1,512
+4% +$81.8K 0.12% 166
2022
Q4 		$2.15M Buy
40,250
+1,646
+4% +$86.6K 0.13% 154
2022
Q3 		$1.98M Hold
38,604
– – 0.13% 148
2022
Q2 		$1.98M Buy
+38,604
New +$2.07M 0.13% 148
2021
Q4 		$2.02M Sell
34,635
-13,641
-28% -$762K 0.12% 171
2021
Q3 		$2.54M Buy
48,276
+553
+1% +$30K 0.08% 220
2021
Q2 		$2.55M Buy
47,723
+2,388
+5% +$129K 0.08% 229
2021
Q1 		$2.37M Buy
+45,335
New +$2.28M 0.09% 221

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

Harbour Investments's XMLV Position: Q2 2026 in Review

Harbour Investments reduced its Invesco S&P MidCap Low Volatility ETF (XMLV) stake by 1.2% in Q2 2026, selling an estimated $40.3K and leaving 49,869 shares worth $3.31M. The position accounts for 0.04% of the portfolio, ranked #373.

Harbour Investments first reported a position in XMLV in Q1 2021 and has held it in 21 quarters since. 189 funds tracked by Wall St. Rank hold XMLV as of Q2 2026.

  • Harbour Investments held 49,869 shares of Invesco S&P MidCap Low Volatility ETF worth $3.31M as of Q2 2026.
  • Harbour Investments sold 619 Invesco S&P MidCap Low Volatility ETF shares in Q2 2026, an estimated $40.3K.
  • Invesco S&P MidCap Low Volatility ETF made up 0.04% of Harbour Investments's portfolio in Q2 2026, its #373 holding.
  • Harbour Investments first reported a position in Invesco S&P MidCap Low Volatility ETF in Q1 2021 and has held it in 21 quarters since.
  • 189 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.