IA
XMLV icon

Inspire Advisors’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Inspire Advisors’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 		$383K Sell
6,079
-499
-8% -$32.3K 0.03% 409
2025
Q4 		$410K Buy
6,578
+119
+2% +$7.47K 0.04% 362
2025
Q3 		$411K Buy
6,459
+2,517
+64% +$158K 0.04% 335
2025
Q2 		$243K Buy
+3,942
New +$239K 0.03% 411
2024
Q4 		– Sell
-4,677
Closed -$285K – 466
2024
Q3 		$285K Sell
4,677
-7,896
-63% -$461K 0.03% 304
2024
Q2 		$694K Buy
+12,573
New +$697K 0.09% 138
2021
Q1 		– Sell
-285
Closed -$14K – 751
2020
Q4 		$14K Buy
+285
New +$12.8K 0.01% 474

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 $376B AUM 19.32% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $8.75B AUM 16.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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 $431B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return