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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
Q2 		– Sell
-6,560
Closed -$413K – 922
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

Other funds holding XMLV

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Insigneo Advisory Services's XMLV Position: Q2 2026 in Review

Insigneo Advisory Services sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q2 2026, closing a stake of 6,560 shares — an estimated $413K sold.

Insigneo Advisory Services first reported a position in XMLV in Q4 2022 and held it in 14 quarters. The position peaked at $576K in Q4 2024. 189 funds tracked by Wall St. Rank hold XMLV as of Q2 2026.

  • Insigneo Advisory Services reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q2 2026 after selling out during the quarter.
  • Insigneo Advisory Services sold 6,560 Invesco S&P MidCap Low Volatility ETF shares in Q2 2026, an estimated $413K.
  • Insigneo Advisory Services first reported a position in Invesco S&P MidCap Low Volatility ETF in Q4 2022 and held it in 14 quarters.
  • Insigneo Advisory Services's Invesco S&P MidCap Low Volatility ETF position peaked at $576K in Q4 2024.
  • 189 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q2 2026.

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