IronOak Wealth’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

IronOak Wealth’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
2024 Q4	$998K	Buy	+16,411	New	+$1.03M	1.12%	33

Other funds holding XMLV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return

IronOak Wealth's XMLV Position: Q4 2024 in Review

IronOak Wealth opened a new position in Invesco S&P MidCap Low Volatility ETF (XMLV) in Q4 2024: 16,411 shares worth $998K. The stake represents 1.12% of the portfolio and ranks #33 among its holdings.

201 funds tracked by Wall St. Rank hold XMLV as of Q4 2024.

IronOak Wealth held 16,411 shares of Invesco S&P MidCap Low Volatility ETF worth $998K as of Q4 2024.
Invesco S&P MidCap Low Volatility ETF was a new IronOak Wealth position in Q4 2024.
Invesco S&P MidCap Low Volatility ETF made up 1.12% of IronOak Wealth's portfolio in Q4 2024, its #33 holding.
201 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q4 2024.

Based on IronOak Wealth's 13F filing for Q4 2024, filed 6 Mar 2025.