IWM
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IHT Wealth Management’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

IHT Wealth Management’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
-3,433
Closed -$218K – 1266
2025
Q3 		$218K Sell
3,433
-154
-4% -$9.66K 0.01% 1085
2025
Q2 		$221K Buy
3,587
+4
+0.1% +$243 0.01% 1042
2025
Q1 		$221K Buy
3,583
+4
+0.1% +$246 0.01% 980
2024
Q4 		$218K Sell
3,579
-181
-5% -$11.3K 0.01% 991
2024
Q3 		$229K Buy
3,760
+123
+3% +$7.18K 0.01% 1031
2024
Q2 		$201K Sell
3,637
-156
-4% -$8.65K 0.01% 956
2024
Q1 		$214K Sell
3,793
-63
-2% -$3.4K 0.01% 922
2023
Q4 		$205K Sell
3,856
-2,134
-36% -$108K 0.01% 900
2023
Q3 		$295K Sell
5,990
-295
-5% -$15.2K 0.01% 739
2023
Q2 		$325K Sell
6,285
-343
-5% -$17.6K 0.02% 692
2023
Q1 		$347K Sell
6,628
-984
-13% -$53.3K 0.02% 639
2022
Q4 		$407K Sell
7,612
-1,074
-12% -$56.5K 0.03% 553
2022
Q3 		$417K Buy
8,686
+235
+3% +$12.4K 0.03% 509
2022
Q2 		$434K Sell
8,451
-1,855
-18% -$99.6K 0.04% 426
2022
Q1 		$575K Sell
10,306
-4,366
-30% -$240K 0.04% 379
2021
Q4 		$858K Sell
14,672
-12,803
-47% -$715K 0.06% 298
2021
Q3 		$1.44M Sell
27,475
-9,140
-25% -$496K 0.12% 169
2021
Q2 		$1.96M Sell
36,615
-37,683
-51% -$2.04M 0.12% 171
2021
Q1 		$3.89M Buy
74,298
+36,984
+99% +$1.86M 0.28% 80
2020
Q4 		$1.8M Sell
37,314
-26,981
-42% -$1.22M 0.15% 143
2020
Q3 		$2.68M Sell
64,295
-5,179
-7% -$221K 0.27% 88
2020
Q2 		$2.88M Buy
69,474
+11,512
+20% +$476K 0.39% 54
2020
Q1 		$2.31M Buy
57,962
+9,670
+20% +$481K 0.33% 69
2019
Q4 		$2.6M Buy
48,292
+35,721
+284% +$1.89M 0.31% 74
2019
Q3 		$661K Buy
12,571
+7,428
+144% +$385K 0.09% 267
2019
Q2 		$264K Buy
+5,143
New +$261K 0.04% 426

Other funds holding XMLV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

IHT Wealth Management's XMLV Position: Q4 2025 in Review

IHT Wealth Management sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q4 2025, closing a stake of 3,433 shares — an estimated $218K sold.

IHT Wealth Management first reported a position in XMLV in Q2 2019 and held it in 26 quarters. The position peaked at $3.89M in Q1 2021. 193 funds tracked by Wall St. Rank hold XMLV as of Q4 2025.

  • IHT Wealth Management reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q4 2025 after selling out during the quarter.
  • IHT Wealth Management sold 3,433 Invesco S&P MidCap Low Volatility ETF shares in Q4 2025, an estimated $218K.
  • IHT Wealth Management first reported a position in Invesco S&P MidCap Low Volatility ETF in Q2 2019 and held it in 26 quarters.
  • IHT Wealth Management's Invesco S&P MidCap Low Volatility ETF position peaked at $3.89M in Q1 2021.
  • 193 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q4 2025.

Based on IHT Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.