Investment Partners Asset Management’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Investment Partners Asset Management’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 Q3	$1.57M	Buy	24,950 +261	+1%	+$17.6K	0.85%	33
2026 Q2	$1.64M	Buy	24,689 +636	+3%	+$41.4K	0.91%	29
2026 Q1	$1.51M	Buy	24,053 +7,214	+43%	+$466K	0.94%	29
2025 Q4	$1.05M	Buy	16,839 +1,520	+10%	+$95.5K	0.65%	43
2025 Q3	$974K	Sell	15,319 -1,234	-7%	-$77.4K	0.64%	41
2025 Q2	$1.02M	Buy	16,553 +444	+3%	+$27K	0.71%	39
2025 Q1	$994K	Buy	16,109 +1,097	+7%	+$67.4K	0.78%	38
2024 Q4	$913K	Buy	15,012 +394	+3%	+$24.6K	0.72%	38
2024 Q3	$892K	Hold	14,618	–	–	0.73%	40
2024 Q2	$807K	Buy	14,618 +209	+1%	+$11.6K	0.72%	41
2024 Q1	$813K	Buy	14,409 +122	+0.9%	+$6.57K	0.73%	39
2023 Q4	$760K	Buy	+14,287	New	+$720K	0.76%	41

Other funds holding XMLV

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

SIA

Schear Investment Advisers Cincinnati, Ohio $821M AUM 70.65% 1-Year Est. Return

Tempo Wealth Independence, Ohio $821M AUM 25.02% 1-Year Est. Return

1WM

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

AWM

Accel Wealth Management Waverly, Iowa $464M AUM 21.88% 1-Year Est. Return

Investment Partners Asset Management's XMLV Position: Q3 2026 in Review

Investment Partners Asset Management increased its Invesco S&P MidCap Low Volatility ETF (XMLV) stake by 1.1% in Q3 2026, buying an estimated $17.6K and bringing the position to 24,950 shares worth $1.57M. The position accounts for 0.85% of the portfolio, ranked #33.

Investment Partners Asset Management first reported a position in XMLV in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.64M in Q2 2026. 19 funds tracked by Wall St. Rank hold XMLV as of Q3 2026.

Investment Partners Asset Management held 24,950 shares of Invesco S&P MidCap Low Volatility ETF worth $1.57M as of Q3 2026.
Investment Partners Asset Management bought 261 Invesco S&P MidCap Low Volatility ETF shares in Q3 2026, an estimated $17.6K.
Invesco S&P MidCap Low Volatility ETF made up 0.85% of Investment Partners Asset Management's portfolio in Q3 2026, its #33 holding.
Investment Partners Asset Management first reported a position in Invesco S&P MidCap Low Volatility ETF in Q4 2023 and has held it in 12 quarters since.
Investment Partners Asset Management's Invesco S&P MidCap Low Volatility ETF position peaked at $1.64M in Q2 2026.
19 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q3 2026.

Based on Investment Partners Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.