JWWM
XMLV icon

Johnson & White Wealth Management’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Johnson & White Wealth 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 		$2.19M Sell
33,066
-991
-3% -$64.5K 0.82% 29
2026
Q1 		$2.14M Buy
34,057
+47
+0.1% +$3.04K 0.91% 24
2025
Q4 		$2.12M Buy
34,010
+582
+2% +$36.6K 0.92% 25
2025
Q3 		$2.12M Buy
33,428
+436
+1% +$27.3K 0.97% 25
2025
Q2 		$2.04M Buy
32,992
+972
+3% +$59K 1.03% 25
2025
Q1 		$1.98M Sell
32,020
-54
-0.2% -$3.32K 1.11% 24
2024
Q4 		$1.94M Buy
32,074
+763
+2% +$47.7K 1.18% 23
2024
Q3 		$1.91M Buy
31,311
+102
+0.3% +$5.96K 1.65% 16
2024
Q2 		$1.72M Sell
31,209
-15
-0% -$831 1.65% 16
2024
Q1 		$1.76M Sell
31,224
-2,667
-8% -$144K 1.28% 22
2023
Q4 		$1.8M Sell
33,891
-1,844
-5% -$92.9K 1.49% 20
2023
Q3 		$1.76M Sell
35,735
-2,256
-6% -$116K 1.59% 20
2023
Q2 		$1.97M Buy
37,991
+740
+2% +$38K 2.7% 14
2023
Q1 		$1.95M Buy
+37,251
New +$2.02M 1.74% 17
2022
Q4 		– Sell
-38,763
Closed -$1.86M – 129
2022
Q3 		$1.86M Buy
+38,763
New +$2.05M 2.1% 16

Other funds holding XMLV

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 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
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Johnson & White Wealth Management's XMLV Position: Q2 2026 in Review

Johnson & White Wealth Management reduced its Invesco S&P MidCap Low Volatility ETF (XMLV) stake by 2.9% in Q2 2026, selling an estimated $64.5K and leaving 33,066 shares worth $2.19M. The position accounts for 0.82% of the portfolio, ranked #29.

Johnson & White Wealth Management first reported a position in XMLV in Q3 2022 and has held it in 15 quarters since. 27 funds tracked by Wall St. Rank hold XMLV as of Q2 2026.

  • Johnson & White Wealth Management held 33,066 shares of Invesco S&P MidCap Low Volatility ETF worth $2.19M as of Q2 2026.
  • Johnson & White Wealth Management sold 991 Invesco S&P MidCap Low Volatility ETF shares in Q2 2026, an estimated $64.5K.
  • Invesco S&P MidCap Low Volatility ETF made up 0.82% of Johnson & White Wealth Management's portfolio in Q2 2026, its #29 holding.
  • Johnson & White Wealth Management first reported a position in Invesco S&P MidCap Low Volatility ETF in Q3 2022 and has held it in 15 quarters since.
  • 27 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q2 2026.

Based on Johnson & White Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.