Larson Financial Group’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Larson Financial Group’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	$35K	Sell	527 -94	-15%	-$6.12K	﹤0.01%	1689
2026 Q1	$39.1K	Buy	621 +1	+0.2%	+$65	﹤0.01%	1484
2025 Q4	$38.6K	Sell	620 -2	-0.3%	-$126	﹤0.01%	1374
2025 Q3	$39.6K	Buy	622 +394	+173%	+$24.7K	﹤0.01%	1266
2025 Q2	$14.1K	Buy	228 +1	+0.4%	+$61	﹤0.01%	1657
2025 Q1	$14K	Buy	227 +2	+0.9%	+$123	﹤0.01%	1502
2024 Q4	$13.7K	Buy	225 +1	+0.4%	+$62	﹤0.01%	1372
2024 Q3	$13.7K	Sell	224 -211	-49%	-$12.3K	﹤0.01%	1359
2024 Q2	$24K	Buy	+435	New	+$24.1K	﹤0.01%	1000
2024 Q1	–	Sell	-247	Closed	-$13.1K	–	1903
2023 Q4	$13.1K	Hold	247	–	–	﹤0.01%	951
2023 Q3	$12.1K	Hold	247	–	–	﹤0.01%	945
2023 Q2	$12.8K	Sell	247 -1,903	-89%	-$97.8K	﹤0.01%	858
2023 Q1	$113K	Buy	2,150 +716	+50%	+$38.8K	0.01%	411
2022 Q4	$76.7K	Buy	+1,434	New	+$75.4K	0.01%	442

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

Larson Financial Group's XMLV Position: Q2 2026 in Review

Larson Financial Group reduced its Invesco S&P MidCap Low Volatility ETF (XMLV) stake by 15% in Q2 2026, selling an estimated $6.12K and leaving 527 shares worth $35K. The position accounts for ﹤0.01% of the portfolio, ranked #1689.

Larson Financial Group first reported a position in XMLV in Q4 2022 and has held it in 14 quarters since. The position peaked at $113K in Q1 2023. 189 funds tracked by Wall St. Rank hold XMLV as of Q2 2026.

Larson Financial Group held 527 shares of Invesco S&P MidCap Low Volatility ETF worth $35K as of Q2 2026.
Larson Financial Group sold 94 Invesco S&P MidCap Low Volatility ETF shares in Q2 2026, an estimated $6.12K.
Invesco S&P MidCap Low Volatility ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1689 holding.
Larson Financial Group first reported a position in Invesco S&P MidCap Low Volatility ETF in Q4 2022 and has held it in 14 quarters since.
Larson Financial Group's Invesco S&P MidCap Low Volatility ETF position peaked at $113K in Q1 2023.
189 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.