JCM
XMLV icon

Jacobi Capital Management’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Jacobi Capital 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 		$438K Buy
+6,597
New +$430K 0.02% 480

Other funds holding XMLV

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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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Jacobi Capital Management's XMLV Position: Q2 2026 in Review

Jacobi Capital Management sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q2 2026, closing a stake of 6,550 shares — an estimated $427K sold.

Jacobi Capital Management first reported a position in XMLV in Q2 2017 and held it in 35 quarters. The position peaked at $734K in Q4 2019. 75 funds tracked by Wall St. Rank hold XMLV as of Q2 2026.

  • Jacobi Capital Management reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q2 2026 after selling out during the quarter.
  • Jacobi Capital Management sold 6,550 Invesco S&P MidCap Low Volatility ETF shares in Q2 2026, an estimated $427K.
  • Jacobi Capital Management first reported a position in Invesco S&P MidCap Low Volatility ETF in Q2 2017 and held it in 35 quarters.
  • Jacobi Capital Management's Invesco S&P MidCap Low Volatility ETF position peaked at $734K in Q4 2019.
  • 75 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q2 2026.

Based on Jacobi Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.