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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
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

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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return
LI
LMCG Investments Boston, Massachusetts $1.87B AUM 50.61% 1-Year Est. Return
JWWM
Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return
TBFA
Three Bearings Fiduciary Advisors Hampton, New Hampshire $112M AUM
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return

Investment Partners Asset Management's XMLV Position: Q2 2026 in Review

Investment Partners Asset Management increased its Invesco S&P MidCap Low Volatility ETF (XMLV) stake by 2.6% in Q2 2026, buying an estimated $41.4K and bringing the position to 24,689 shares worth $1.64M. The position accounts for 0.91% of the portfolio, ranked #29.

Investment Partners Asset Management first reported a position in XMLV in Q4 2023 and has held it in 11 quarters since. 52 funds tracked by Wall St. Rank hold XMLV as of Q2 2026.

  • Investment Partners Asset Management held 24,689 shares of Invesco S&P MidCap Low Volatility ETF worth $1.64M as of Q2 2026.
  • Investment Partners Asset Management bought 636 Invesco S&P MidCap Low Volatility ETF shares in Q2 2026, an estimated $41.4K.
  • Invesco S&P MidCap Low Volatility ETF made up 0.91% of Investment Partners Asset Management's portfolio in Q2 2026, its #29 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 11 quarters since.
  • 52 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q2 2026.

Based on Investment Partners Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.