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

JFS Wealth 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 Q2	$1.37M	Sell	20,663 -458	-2%	-$29.8K	0.07%	141
2026 Q1	$1.33M	Sell	21,121 -299	-1%	-$19.3K	0.07%	142
2025 Q4	$1.34M	Buy	21,420 +14	+0.1%	+$879	0.08%	144
2025 Q3	$1.36M	Buy	21,406 +15	+0.1%	+$941	0.08%	140
2025 Q2	$1.32M	Buy	21,391 +501	+2%	+$30.4K	0.08%	134
2025 Q1	$1.29M	Hold	20,890	–	–	0.09%	130
2024 Q4	$1.27M	Sell	20,890 -107	-0.5%	-$6.68K	0.09%	124
2024 Q3	$1.28M	Sell	20,997 -8,827	-30%	-$515K	0.09%	127
2024 Q2	$1.65M	Sell	29,824 -727	-2%	-$40.3K	0.13%	88
2024 Q1	$1.72M	Sell	30,551 -141,337	-82%	-$7.62M	0.14%	86
2023 Q4	$9.14M	Sell	171,888 -23,413	-12%	-$1.18M	0.78%	30
2023 Q3	$9.6M	Sell	195,301 -5,110	-3%	-$264K	0.91%	23
2023 Q2	$10.4M	Sell	200,411 -6,632	-3%	-$341K	0.93%	23
2023 Q1	$10.8M	Sell	207,043 -5,498	-3%	-$298K	1.02%	23
2022 Q4	$11.4M	Sell	212,541 -8,414	-4%	-$442K	1.11%	22
2022 Q3	$10.6M	Sell	220,955 -5,626	-2%	-$297K	1.16%	18
2022 Q2	$11.6M	Buy	226,581 +1,046	+0.5%	+$56.2K	1.23%	17
2022 Q1	$12.6M	Sell	225,535 -8,966	-4%	-$492K	1.19%	16
2021 Q4	$13.7M	Sell	234,501 -5,894	-2%	-$329K	1.29%	15
2021 Q3	$12.6M	Sell	240,395 -3,543	-1%	-$192K	1.3%	13
2021 Q2	$13M	Sell	243,938 -2,283	-0.9%	-$123K	1.95%	9
2021 Q1	$12.9M	Sell	246,221 -10,717	-4%	-$539K	2.63%	7
2020 Q4	$12.4M	Sell	256,938 -3,262	-1%	-$147K	2.6%	7
2020 Q3	$10.8M	Buy	260,200 +251,330	+2,833%	+$10.7M	2.58%	7
2020 Q2	$367K	Buy	8,870 +6,033	+213%	+$249K	0.1%	102
2020 Q1	$113K	Buy	2,837 +1,623	+134%	+$80.7K	0.03%	158
2019 Q4	$65K	Buy	+1,214	New	+$64.3K	0.02%	223

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

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

BCM

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

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

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JFS Wealth Advisors's XMLV Position: Q2 2026 in Review

JFS Wealth Advisors reduced its Invesco S&P MidCap Low Volatility ETF (XMLV) stake by 2.2% in Q2 2026, selling an estimated $29.8K and leaving 20,663 shares worth $1.37M. The position accounts for 0.07% of the portfolio, ranked #141.

JFS Wealth Advisors first reported a position in XMLV in Q4 2019 and has held it in 27 quarters since. The position peaked at $13.7M in Q4 2021. 189 funds tracked by Wall St. Rank hold XMLV as of Q2 2026.

JFS Wealth Advisors held 20,663 shares of Invesco S&P MidCap Low Volatility ETF worth $1.37M as of Q2 2026.
JFS Wealth Advisors sold 458 Invesco S&P MidCap Low Volatility ETF shares in Q2 2026, an estimated $29.8K.
Invesco S&P MidCap Low Volatility ETF made up 0.07% of JFS Wealth Advisors's portfolio in Q2 2026, its #141 holding.
JFS Wealth Advisors first reported a position in Invesco S&P MidCap Low Volatility ETF in Q4 2019 and has held it in 27 quarters since.
JFS Wealth Advisors's Invesco S&P MidCap Low Volatility ETF position peaked at $13.7M in Q4 2021.
189 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.