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

Kingsview 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	$213K	Buy	+3,213	New	+$209K	﹤0.01%	1333
2025 Q3	–	Sell	-5,579	Closed	-$344K	–	1302
2025 Q2	$344K	Sell	5,579 -567	-9%	-$34.4K	0.01%	896
2025 Q1	$379K	Sell	6,146 -4	-0.1%	-$246	0.01%	811
2024 Q4	$374K	Buy	6,150 +121	+2%	+$7.56K	0.01%	827
2024 Q3	$368K	Sell	6,029 -196	-3%	-$11.4K	0.01%	808
2024 Q2	$344K	Sell	6,225 -195	-3%	-$10.8K	0.01%	798
2024 Q1	$362K	Sell	6,420 -719	-10%	-$38.7K	0.01%	753
2023 Q4	$380K	Sell	7,139 -1,478	-17%	-$74.5K	0.01%	704
2023 Q3	$424K	Buy	8,617 +1,284	+18%	+$66.3K	0.02%	663
2023 Q2	$379K	Buy	7,333 +1,911	+35%	+$98.2K	0.01%	665
2023 Q1	$284K	Hold	5,422	–	–	0.01%	724
2022 Q4	$290K	Sell	5,422 -150	-3%	-$7.89K	0.01%	679
2022 Q3	$268K	Hold	5,572	–	–	0.01%	670
2022 Q2	$286K	Sell	5,572 -1,850	-25%	-$99.3K	0.01%	676
2022 Q1	$414K	Sell	7,422 -720	-9%	-$39.5K	0.02%	616
2021 Q4	$476K	Sell	8,142 -2,470	-23%	-$138K	0.02%	589
2021 Q3	$557K	Sell	10,612 -300	-3%	-$16.3K	0.03%	516
2021 Q2	$587K	Buy	10,912 +185	+2%	+$10K	0.03%	518
2021 Q1	$570K	Sell	10,727 -1,459	-12%	-$73.4K	0.03%	483
2020 Q4	$586K	Sell	12,186 -981	-7%	-$44.2K	0.04%	413
2020 Q3	$549K	Buy	13,167 +3,990	+43%	+$170K	0.05%	350
2020 Q2	$380K	Sell	9,177 -2,743	-23%	-$113K	0.04%	394
2020 Q1	$475K	Buy	11,920 +2,927	+33%	+$146K	0.06%	273
2019 Q4	$484K	Buy	+8,993	New	+$476K	0.06%	289

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

Kingsview Wealth Management's XMLV Position: Q2 2026 in Review

Kingsview Wealth Management opened a new position in Invesco S&P MidCap Low Volatility ETF (XMLV) in Q2 2026: 3,213 shares worth $213K. The stake represents ﹤0.01% of the portfolio and ranks #1333 among its holdings. This is a return to the name: Kingsview Wealth Management previously reported a position in XMLV as recently as Q2 2025.

Kingsview Wealth Management first reported a position in XMLV in Q4 2019 and has held it in 24 quarters since. The position peaked at $587K in Q2 2021. 190 funds tracked by Wall St. Rank hold XMLV as of Q2 2026.

Kingsview Wealth Management held 3,213 shares of Invesco S&P MidCap Low Volatility ETF worth $213K as of Q2 2026.
Invesco S&P MidCap Low Volatility ETF was a new Kingsview Wealth Management position in Q2 2026.
Invesco S&P MidCap Low Volatility ETF made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #1333 holding.
Kingsview Wealth Management first reported a position in Invesco S&P MidCap Low Volatility ETF in Q4 2019 and has held it in 24 quarters since.
Kingsview Wealth Management's Invesco S&P MidCap Low Volatility ETF position peaked at $587K in Q2 2021.
190 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.