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 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 $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BCM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Dorval Corp Maple Grove, Minnesota $322M AUM 7.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Larson Financial Group's XMLV Position: Q1 2026 in Review

Larson Financial Group increased its Invesco S&P MidCap Low Volatility ETF (XMLV) stake by 0.16% in Q1 2026, buying an estimated $65 and bringing the position to 621 shares worth $39.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1484.

Larson Financial Group first reported a position in XMLV in Q4 2022 and has held it in 13 quarters since. The position peaked at $113K in Q1 2023. 187 funds tracked by Wall St. Rank hold XMLV as of Q1 2026.

Larson Financial Group held 621 shares of Invesco S&P MidCap Low Volatility ETF worth $39.1K as of Q1 2026.
Larson Financial Group bought 1 Invesco S&P MidCap Low Volatility ETF share in Q1 2026, an estimated $65.
Invesco S&P MidCap Low Volatility ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #1484 holding.
Larson Financial Group first reported a position in Invesco S&P MidCap Low Volatility ETF in Q4 2022 and has held it in 13 quarters since.
Larson Financial Group's Invesco S&P MidCap Low Volatility ETF position peaked at $113K in Q1 2023.
187 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.