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

Laidlaw 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
2025 Q1	–	Sell	-20,766	Closed	-$1.26M	–	180
2024 Q4	$1.26M	Sell	20,766 -5,525	-21%	-$345K	0.55%	50
2024 Q3	$1.6M	Buy	26,291 +3,297	+14%	+$192K	0.79%	37
2024 Q2	$1.27M	Sell	22,994 -1,381	-6%	-$76.5K	0.7%	43
2024 Q1	$1.37M	Sell	24,375 -4,646	-16%	-$250K	0.77%	40
2023 Q4	$1.54M	Sell	29,021 -15,515	-35%	-$782K	0.56%	47
2023 Q3	$2.19M	Sell	44,536 -8,004	-15%	-$413K	0.72%	34
2023 Q2	$2.72M	Sell	52,540 -2,075	-4%	-$107K	0.53%	46
2023 Q1	$2.86M	Buy	54,615 +137	+0.3%	+$7.42K	0.58%	45
2022 Q4	$2.91M	Sell	54,478 -744	-1%	-$39.1K	0.63%	40
2022 Q3	$2.65M	Buy	55,222 +1,702	+3%	+$89.9K	0.62%	42
2022 Q2	$2.75M	Buy	53,520 +4,812	+10%	+$258K	0.56%	49
2022 Q1	$2.72M	Buy	48,708 +5,135	+12%	+$282K	0.45%	56
2021 Q4	$2.55M	Buy	43,573 +4,390	+11%	+$245K	0.41%	60
2021 Q3	$2.06M	Sell	39,183 -6,217	-14%	-$337K	0.53%	48
2021 Q2	$2.43M	Buy	45,400 +6,161	+16%	+$333K	0.63%	42
2021 Q1	$2.06M	Buy	39,239 +12,283	+46%	+$618K	0.7%	40
2020 Q4	$1.3M	Buy	26,956 +11,377	+73%	+$513K	0.27%	103
2020 Q3	$649K	Buy	+15,579	New	+$663K	0.29%	92

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

BCM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

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

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

Laidlaw Wealth Management's XMLV Position: Q1 2025 in Review

Laidlaw Wealth Management sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q1 2025, closing a stake of 20,766 shares — an estimated $1.26M sold.

Laidlaw Wealth Management first reported a position in XMLV in Q3 2020 and held it in 18 quarters. The position peaked at $2.91M in Q4 2022. 194 funds tracked by Wall St. Rank hold XMLV as of Q1 2025.

Laidlaw Wealth Management reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q1 2025 after selling out during the quarter.
Laidlaw Wealth Management sold 20,766 Invesco S&P MidCap Low Volatility ETF shares in Q1 2025, an estimated $1.26M.
Laidlaw Wealth Management first reported a position in Invesco S&P MidCap Low Volatility ETF in Q3 2020 and held it in 18 quarters.
Laidlaw Wealth Management's Invesco S&P MidCap Low Volatility ETF position peaked at $2.91M in Q4 2022.
194 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q1 2025.

Based on Laidlaw Wealth Management's 13F filing for Q1 2025, filed 16 May 2025.