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IAS
Insigneo Advisory Services’s
Invesco S&P MidCap Low Volatility ETF
XMLV
Stock Holding History
Insigneo Advisory 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
Q1
$413K
Buy
6,560
+58
+0.9%
+$3.75K
0.03%
420
2025
Q4
$405K
Buy
6,502
+44
+0.7%
+$2.76K
0.03%
418
2025
Q3
$410K
Buy
6,458
+46
+0.7%
+$2.88K
0.03%
421
2025
Q2
$395K
Buy
6,412
+41
+0.6%
+$2.49K
0.03%
390
2025
Q1
$393K
Sell
6,371
-3,106
-33%
-$191K
0.04%
356
2024
Q4
$576K
Buy
9,477
+63
+0.7%
+$3.94K
0.06%
265
2024
Q3
$575K
Buy
9,414
+49
+0.5%
+$2.86K
0.06%
283
2024
Q2
$529K
Buy
9,365
+51
+0.5%
+$2.83K
0.06%
281
2024
Q1
$525K
Buy
9,314
+54
+0.6%
+$2.91K
0.06%
257
2023
Q4
$492K
Buy
9,260
+43
+0.5%
+$2.17K
0.07%
240
2023
Q3
$453K
Buy
9,217
+59
+0.6%
+$3.04K
0.09%
200
2023
Q2
$474K
Buy
9,158
+61
+0.7%
+$3.13K
0.09%
208
2023
Q1
$477K
Buy
9,097
+60
+0.7%
+$3.25K
0.15%
141
2022
Q4
$483K
Buy
+9,037
New
+$475K
0.18%
121
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1-Year Est. Return
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$38.8B AUM
21.88%
1-Year Est. Return
LPL Financial
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$376B AUM
19.32%
1-Year Est. Return
BCM
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$8.75B AUM
16.46%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
DC
Dorval Corp
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$322M AUM
7.74%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
PNC Financial Services Group
Pittsburgh, Pennsylvania
$173B AUM
20.72%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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