Laurel Wealth Advisors (North Carolina)’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	–	Sell	-638	Closed	-$39.8K	–	675
2025 Q4	$39.8K	Buy	+638	New	+$40.1K	0.01%	350
2025 Q2	–	Sell	-638	Closed	-$39.4K	–	686
2025 Q1	$39.4K	Hold	638	–	–	0.01%	334
2024 Q4	$38.8K	Hold	638	–	–	0.01%	340
2024 Q3	$38.9K	Hold	638	–	–	0.01%	332
2024 Q2	$35.2K	Sell	638 -300	-32%	-$16.6K	0.01%	320
2024 Q1	$52.9K	Buy	938 +321	+52%	+$17.3K	0.01%	290
2023 Q4	$32.8K	Hold	617	–	–	0.01%	317
2023 Q3	$30.3K	Hold	617	–	–	0.01%	324
2023 Q2	$31.9K	Hold	617	–	–	0.01%	323
2023 Q1	$32.3K	Hold	617	–	–	0.01%	323
2022 Q4	$33K	Hold	617	–	–	0.01%	296
2022 Q3	$30K	Hold	617	–	–	0.01%	299
2022 Q2	$32K	Hold	617	–	–	0.01%	296
2022 Q1	$34K	Hold	617	–	–	0.01%	302
2021 Q4	$36K	Hold	617	–	–	0.01%	292
2021 Q3	$32K	Hold	617	–	–	0.01%	299
2021 Q2	$33K	Hold	617	–	–	0.01%	319
2021 Q1	$32K	Hold	617	–	–	0.01%	305
2020 Q4	$30K	Hold	617	–	–	0.01%	305
2020 Q3	$26K	Buy	+617	New	+$26.3K	0.01%	292

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

Laurel Wealth Advisors (North Carolina)'s XMLV Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q1 2026, closing a stake of 638 shares — an estimated $39.8K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in XMLV in Q3 2020 and held it in 20 quarters. The position peaked at $52.9K in Q1 2024. 188 funds tracked by Wall St. Rank hold XMLV as of Q1 2026.

Laurel Wealth Advisors (North Carolina) reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q1 2026 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 638 Invesco S&P MidCap Low Volatility ETF shares in Q1 2026, an estimated $39.8K.
Laurel Wealth Advisors (North Carolina) first reported a position in Invesco S&P MidCap Low Volatility ETF in Q3 2020 and held it in 20 quarters.
Laurel Wealth Advisors (North Carolina)'s Invesco S&P MidCap Low Volatility ETF position peaked at $52.9K in Q1 2024.
188 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.