LT
XMLV icon

Legacy Trust’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Legacy Trust’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 		$278K Hold
4,414
– – 0.05% 180
2025
Q4 		$275K Hold
4,414
– – 0.05% 170
2025
Q3 		$281K Buy
+4,414
New +$277K 0.06% 166
2025
Q2 		– Sell
-4,414
Closed -$272K – 162
2025
Q1 		$272K Hold
4,414
– – 0.07% 139
2024
Q4 		$268K Hold
4,414
– – 0.06% 139
2024
Q3 		$269K Hold
4,414
– – 0.06% 142
2024
Q2 		$244K Hold
4,414
– – 0.06% 136
2024
Q1 		$249K Hold
4,414
– – 0.06% 139
2023
Q4 		$235K Hold
4,414
– – 0.06% 150
2023
Q3 		$217K Hold
4,414
– – 0.06% 149
2023
Q2 		$228K Hold
4,414
– – 0.06% 152
2023
Q1 		$231K Hold
4,414
– – 0.07% 149
2022
Q4 		$236K Buy
+4,414
New +$232K 0.07% 144

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BCM
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DC
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