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 Q2	–	Sell	-19,305	Closed	-$1.22M	–	1641
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 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

Independent Advisor Alliance's XMLV Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q2 2026, closing a stake of 19,305 shares — an estimated $1.22M sold.

Independent Advisor Alliance first reported a position in XMLV in Q4 2019 and held it in 3 quarters. The position peaked at $13.2M in Q4 2019. 190 funds tracked by Wall St. Rank hold XMLV as of Q2 2026.

Independent Advisor Alliance reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 19,305 Invesco S&P MidCap Low Volatility ETF shares in Q2 2026, an estimated $1.22M.
Independent Advisor Alliance first reported a position in Invesco S&P MidCap Low Volatility ETF in Q4 2019 and held it in 3 quarters.
Independent Advisor Alliance's Invesco S&P MidCap Low Volatility ETF position peaked at $13.2M in Q4 2019.
190 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.