IFG Advisory’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

IFG Advisory’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	$7.69K	Buy	+116	New	+$7.55K	﹤0.01%	1895
2024 Q1	–	Sell	-21,209	Closed	-$1.13M	–	595
2023 Q4	$1.13M	Buy	21,209 +1,028	+5%	+$51.8K	0.08%	239
2023 Q3	$992K	Buy	20,181 +637	+3%	+$32.9K	0.08%	228
2023 Q2	$1.01M	Buy	19,544 +778	+4%	+$40K	0.09%	218
2023 Q1	$983K	Buy	18,766 +1,906	+11%	+$103K	0.09%	216
2022 Q4	$901K	Buy	16,860 +1,840	+12%	+$96.8K	0.09%	219
2022 Q3	$721K	Buy	15,020 +369	+3%	+$19.5K	0.07%	262
2022 Q2	$752K	Sell	14,651 -4,682	-24%	-$251K	0.08%	236
2022 Q1	$1.08M	Sell	19,333 -24,625	-56%	-$1.35M	0.11%	199
2021 Q4	$2.57M	Buy	43,958 +3,343	+8%	+$187K	0.25%	92
2021 Q3	$2.13M	Buy	40,615 +15,158	+60%	+$822K	0.23%	109
2021 Q2	$1.36M	Sell	25,457 -11,520	-31%	-$623K	0.15%	169
2021 Q1	$1.94M	Buy	36,977 +6,899	+23%	+$347K	0.24%	107
2020 Q4	$1.45M	Buy	30,078 +2,207	+8%	+$99.5K	0.2%	128
2020 Q3	$1.16M	Buy	27,871 +2,361	+9%	+$101K	0.19%	128
2020 Q2	$1.05M	Sell	25,510 -3,782	-13%	-$156K	0.19%	125
2020 Q1	$1.17M	Buy	29,292 +17,678	+152%	+$879K	0.26%	95
2019 Q4	$624K	Buy	11,614 +585	+5%	+$31K	0.11%	202
2019 Q3	$580K	Buy	+11,029	New	+$572K	0.11%	206

Other funds holding XMLV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

IFG Advisory's XMLV Position: Q2 2026 in Review

IFG Advisory opened a new position in Invesco S&P MidCap Low Volatility ETF (XMLV) in Q2 2026: 116 shares worth $7.69K. The stake represents ﹤0.01% of the portfolio and ranks #1895 among its holdings. This is a return to the name: IFG Advisory previously reported a position in XMLV as recently as Q4 2023.

IFG Advisory first reported a position in XMLV in Q3 2019 and has held it in 19 quarters since. The position peaked at $2.57M in Q4 2021. 190 funds tracked by Wall St. Rank hold XMLV as of Q2 2026.

IFG Advisory held 116 shares of Invesco S&P MidCap Low Volatility ETF worth $7.69K as of Q2 2026.
Invesco S&P MidCap Low Volatility ETF was a new IFG Advisory position in Q2 2026.
Invesco S&P MidCap Low Volatility ETF made up ﹤0.01% of IFG Advisory's portfolio in Q2 2026, its #1895 holding.
IFG Advisory first reported a position in Invesco S&P MidCap Low Volatility ETF in Q3 2019 and has held it in 19 quarters since.
IFG Advisory's Invesco S&P MidCap Low Volatility ETF position peaked at $2.57M in Q4 2021.
190 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.