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Harvest Investment Services’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Harvest Investment Services’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 		$395K Sell
5,957
-103
-2% -$6.71K 0.06% 266
2026
Q1 		$382K Sell
6,060
-172
-3% -$11.1K 0.07% 236
2025
Q4 		$389K Buy
6,232
+858
+16% +$53.9K 0.07% 226
2025
Q3 		$342K Sell
5,374
-708
-12% -$44.4K 0.07% 236
2025
Q2 		$375K Buy
6,082
+55
+0.9% +$3.34K 0.08% 228
2025
Q1 		$372K Sell
6,027
-1,016
-14% -$62.4K 0.1% 193
2024
Q4 		$428K Buy
7,043
+82
+1% +$5.12K 0.1% 185
2024
Q3 		$425K Sell
6,961
-665
-9% -$38.8K 0.14% 153
2024
Q2 		$421K Sell
7,626
-5,551
-42% -$308K 0.17% 123
2024
Q1 		$743K Buy
+13,177
New +$710K 0.3% 84
2023
Q3 		– Sell
-13,046
Closed -$675K – 203
2023
Q2 		$675K Sell
13,046
-4,033
-24% -$207K 0.38% 81
2023
Q1 		$895K Sell
17,079
-1,428
-8% -$77.3K 0.69% 51
2022
Q4 		$990K Buy
18,507
+1,811
+11% +$95.2K 1.06% 28
2022
Q3 		$802K Sell
16,696
-1,782
-10% -$94.1K 0.98% 32
2022
Q2 		$949K Sell
18,478
-238
-1% -$12.8K 0.73% 51
2022
Q1 		$1.04M Sell
18,716
-255
-1% -$14K 0.63% 50
2021
Q4 		$1.11M Sell
18,971
-988
-5% -$55.2K 0.47% 60
2021
Q3 		$1.05M Sell
19,959
-463
-2% -$25.1K 0.43% 68
2021
Q2 		$1.09M Sell
20,422
-1,330
-6% -$71.9K 0.46% 56
2021
Q1 		$1.14M Sell
21,752
-823
-4% -$41.4K 0.51% 50
2020
Q4 		$1.09M Sell
22,575
-6,151
-21% -$277K 0.56% 44
2020
Q3 		$1.2M Sell
28,726
-2,496
-8% -$106K 0.69% 33
2020
Q2 		$1.29M Buy
31,222
+9,504
+44% +$393K 0.76% 28
2020
Q1 		$864K Sell
21,718
-46,036
-68% -$2.29M 1.15% 26
2019
Q4 		$3.65M Buy
67,754
+42,951
+173% +$2.28M 1.94% 13
2019
Q3 		$1.29M Buy
24,803
+11,711
+89% +$607K 0.65% 39
2019
Q2 		$672K Buy
+13,092
New +$664K 0.38% 66

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

Harvest Investment Services's XMLV Position: Q2 2026 in Review

Harvest Investment Services reduced its Invesco S&P MidCap Low Volatility ETF (XMLV) stake by 1.7% in Q2 2026, selling an estimated $6.71K and leaving 5,957 shares worth $395K. The position accounts for 0.06% of the portfolio, ranked #266.

Harvest Investment Services first reported a position in XMLV in Q2 2019 and has held it in 27 quarters since. The position peaked at $3.65M in Q4 2019. 189 funds tracked by Wall St. Rank hold XMLV as of Q2 2026.

  • Harvest Investment Services held 5,957 shares of Invesco S&P MidCap Low Volatility ETF worth $395K as of Q2 2026.
  • Harvest Investment Services sold 103 Invesco S&P MidCap Low Volatility ETF shares in Q2 2026, an estimated $6.71K.
  • Invesco S&P MidCap Low Volatility ETF made up 0.06% of Harvest Investment Services's portfolio in Q2 2026, its #266 holding.
  • Harvest Investment Services first reported a position in Invesco S&P MidCap Low Volatility ETF in Q2 2019 and has held it in 27 quarters since.
  • Harvest Investment Services's Invesco S&P MidCap Low Volatility ETF position peaked at $3.65M in Q4 2019.
  • 189 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q2 2026.

Based on Harvest Investment Services's 13F filing for Q2 2026, filed 14 Aug 2026.