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 Q3	$31K	Sell	493 -34	-6%	-$2.29K	﹤0.01%	1846
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

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Dorval Corp Maple Grove, Minnesota $348M AUM 3.63% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

PFS Partners Mine Hill, New Jersey $246M AUM 22.61% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

LMCG Investments Boston, Massachusetts $1.86B AUM 40.01% 1-Year Est. Return

Larson Financial Group's XMLV Position: Q3 2026 in Review

Larson Financial Group reduced its Invesco S&P MidCap Low Volatility ETF (XMLV) stake by 6.5% in Q3 2026, selling an estimated $2.29K and leaving 493 shares worth $31K. The position accounts for ﹤0.01% of the portfolio, ranked #1846.

Larson Financial Group first reported a position in XMLV in Q4 2022 and has held it in 15 quarters since. The position peaked at $113K in Q1 2023. 90 funds tracked by Wall St. Rank hold XMLV as of Q3 2026.

Larson Financial Group held 493 shares of Invesco S&P MidCap Low Volatility ETF worth $31K as of Q3 2026.
Larson Financial Group sold 34 Invesco S&P MidCap Low Volatility ETF shares in Q3 2026, an estimated $2.29K.
Invesco S&P MidCap Low Volatility ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #1846 holding.
Larson Financial Group first reported a position in Invesco S&P MidCap Low Volatility ETF in Q4 2022 and has held it in 15 quarters since.
Larson Financial Group's Invesco S&P MidCap Low Volatility ETF position peaked at $113K in Q1 2023.
90 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.