John Overdeck’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

John Overdeck’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	$2.42M	Hold	36,500	–	–	﹤0.01%	2822
2026 Q1	$2.3M	Hold	36,500	–	–	﹤0.01%	2651
2025 Q4	$2.28M	Buy	36,500 +5,000	+16%	+$314K	﹤0.01%	2338
2025 Q3	$2M	Sell	31,500 -1,500	-5%	-$94.1K	﹤0.01%	2124
2025 Q2	$2.04M	Sell	33,000 -6,800	-17%	-$413K	﹤0.01%	1822
2025 Q1	$2.46M	Buy	39,800 +25,700	+182%	+$1.58M	0.01%	1611
2024 Q4	$858K	Sell	14,100 -35,500	-72%	-$2.22M	﹤0.01%	2270
2024 Q3	$3.03M	Buy	+49,600	New	+$2.9M	0.01%	1391
2024 Q1	–	Sell	-10,200	Closed	-$542K	–	3426
2023 Q4	$542K	Buy	+10,200	New	+$514K	﹤0.01%	2415

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

John Overdeck's XMLV Position: Q2 2026 in Review

John Overdeck held its Invesco S&P MidCap Low Volatility ETF (XMLV) position steady in Q2 2026 at 36,500 shares worth $2.42M. The position accounts for ﹤0.01% of the portfolio, ranked #2822.

John Overdeck first reported a position in XMLV in Q4 2023 and has held it in 9 quarters since. The position peaked at $3.03M in Q3 2024. 188 funds tracked by Wall St. Rank hold XMLV as of Q2 2026.

John Overdeck held 36,500 shares of Invesco S&P MidCap Low Volatility ETF worth $2.42M as of Q2 2026.
John Overdeck left its Invesco S&P MidCap Low Volatility ETF share count unchanged in Q2 2026.
Invesco S&P MidCap Low Volatility ETF made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #2822 holding.
John Overdeck first reported a position in Invesco S&P MidCap Low Volatility ETF in Q4 2023 and has held it in 9 quarters since.
John Overdeck's Invesco S&P MidCap Low Volatility ETF position peaked at $3.03M in Q3 2024.
188 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.