LOIM
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Liberty One Investment Management’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Liberty One Investment Management’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 		$137K Sell
2,069
-31,569
-94% -$2.06M 0.01% 150
2026
Q1 		$2.12M Buy
33,638
+2,516
+8% +$163K 0.22% 79
2025
Q4 		$1.94M Sell
31,122
-8,538
-22% -$536K 0.25% 73
2025
Q3 		$2.52M Sell
39,660
-668
-2% -$41.9K 0.14% 73
2025
Q2 		$2.49M Sell
40,328
-1,200
-3% -$72.9K 0.25% 71
2025
Q1 		$2.56M Sell
41,528
-620
-1% -$38.1K 0.26% 70
2024
Q4 		$2.56M Buy
42,148
+409
+1% +$25.6K 0.28% 70
2024
Q3 		$2.55M Sell
41,739
-204
-0.5% -$11.9K 0.26% 72
2024
Q2 		$2.32M Sell
41,943
-1
-0% -$55 0.26% 71
2024
Q1 		$2.37M Sell
41,944
-1,073
-2% -$57.8K 0.27% 74
2023
Q4 		$2.29M Sell
43,017
-1,313
-3% -$66.2K 0.28% 72
2023
Q3 		$2.18M Sell
44,330
-1,130
-2% -$58.3K 0.32% 63
2023
Q2 		$2.35M Buy
45,460
+456
+1% +$23.4K 0.31% 66
2023
Q1 		$2.36M Sell
45,004
-144
-0.3% -$7.79K 0.32% 64
2022
Q4 		$2.41M Sell
45,148
-97
-0.2% -$5.1K 0.35% 45
2022
Q3 		$2.17M Sell
45,245
-1,056
-2% -$55.8K 0.36% 41
2022
Q2 		$2.48M Buy
46,301
+647
+1% +$34.7K 0.42% 38
2022
Q1 		$2.55M Buy
45,654
+32
+0.1% +$1.76K 0.39% 43
2021
Q4 		$2.67M Sell
45,622
-88
-0.2% -$4.92K 0.4% 38
2021
Q3 		$2.4M Sell
45,710
-591
-1% -$32.1K 0.41% 38
2021
Q2 		$2.48M Sell
46,301
-414
-0.9% -$22.4K 0.42% 38
2021
Q1 		$2.45M Sell
46,715
-1,486
-3% -$74.8K 0.44% 36
2020
Q4 		$2.32M Sell
48,201
-1,519
-3% -$68.5K 0.44% 35
2020
Q3 		$2.07M Buy
49,720
+2,271
+5% +$96.7K 0.42% 37
2020
Q2 		$1.96M Buy
47,449
+1,344
+3% +$55.5K 0.44% 36
2020
Q1 		$1.84M Buy
46,105
+1,226
+3% +$60.9K 0.47% 36
2019
Q4 		$2.42M Buy
+44,879
New +$2.38M 0.52% 35

Other funds holding XMLV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
DC
Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Liberty One Investment Management's XMLV Position: Q2 2026 in Review

Liberty One Investment Management reduced its Invesco S&P MidCap Low Volatility ETF (XMLV) stake by 94% in Q2 2026, selling an estimated $2.06M and leaving 2,069 shares worth $137K. The position accounts for 0.01% of the portfolio, ranked #150.

Liberty One Investment Management first reported a position in XMLV in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.67M in Q4 2021. 189 funds tracked by Wall St. Rank hold XMLV as of Q2 2026.

  • Liberty One Investment Management held 2,069 shares of Invesco S&P MidCap Low Volatility ETF worth $137K as of Q2 2026.
  • Liberty One Investment Management sold 31,569 Invesco S&P MidCap Low Volatility ETF shares in Q2 2026, an estimated $2.06M.
  • Invesco S&P MidCap Low Volatility ETF made up 0.01% of Liberty One Investment Management's portfolio in Q2 2026, its #150 holding.
  • Liberty One Investment Management first reported a position in Invesco S&P MidCap Low Volatility ETF in Q4 2019 and has held it in 27 quarters since.
  • Liberty One Investment Management's Invesco S&P MidCap Low Volatility ETF position peaked at $2.67M in Q4 2021.
  • 189 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q2 2026.

Based on Liberty One Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.