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Independent Advisor Alliance’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Independent Advisor Alliance’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
Q1 		$1.22M Buy
+19,305
New +$1.25M 0.01% 733
2025
Q1 		– Sell
-21,443
Closed -$1.3M – 1387
2024
Q4 		$1.3M Buy
+21,443
New +$1.34M 0.02% 638
2020
Q1 		– Sell
-245,632
Closed -$13.2M – 886
2019
Q4 		$13.2M Buy
+245,632
New +$13M 0.58% 31

Other funds holding XMLV

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
DC
Dorval Corp Maple Grove, Minnesota $322M AUM 7.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Independent Advisor Alliance's XMLV Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in Invesco S&P MidCap Low Volatility ETF (XMLV) in Q1 2026: 19,305 shares worth $1.22M. The stake represents 0.01% of the portfolio and ranks #733 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in XMLV as recently as Q4 2024.

Independent Advisor Alliance first reported a position in XMLV in Q4 2019 and has held it in 3 quarters since. The position peaked at $13.2M in Q4 2019. 187 funds tracked by Wall St. Rank hold XMLV as of Q1 2026.

  • Independent Advisor Alliance held 19,305 shares of Invesco S&P MidCap Low Volatility ETF worth $1.22M as of Q1 2026.
  • Invesco S&P MidCap Low Volatility ETF was a new Independent Advisor Alliance position in Q1 2026.
  • Invesco S&P MidCap Low Volatility ETF made up 0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #733 holding.
  • Independent Advisor Alliance first reported a position in Invesco S&P MidCap Low Volatility ETF in Q4 2019 and has held it in 3 quarters since.
  • Independent Advisor Alliance's Invesco S&P MidCap Low Volatility ETF position peaked at $13.2M in Q4 2019.
  • 187 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.