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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
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 $1.66T AUM 25.57% 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 $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
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 22.94% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Liberty One Investment Management's XMLV Position: Q1 2026 in Review

Liberty One Investment Management increased its Invesco S&P MidCap Low Volatility ETF (XMLV) stake by 8.1% in Q1 2026, buying an estimated $163K and bringing the position to 33,638 shares worth $2.12M. The position accounts for 0.22% of the portfolio, ranked #79.

Liberty One Investment Management first reported a position in XMLV in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.67M in Q4 2021. 187 funds tracked by Wall St. Rank hold XMLV as of Q1 2026.

  • Liberty One Investment Management held 33,638 shares of Invesco S&P MidCap Low Volatility ETF worth $2.12M as of Q1 2026.
  • Liberty One Investment Management bought 2,516 Invesco S&P MidCap Low Volatility ETF shares in Q1 2026, an estimated $163K.
  • Invesco S&P MidCap Low Volatility ETF made up 0.22% of Liberty One Investment Management's portfolio in Q1 2026, its #79 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 26 quarters since.
  • Liberty One Investment Management's Invesco S&P MidCap Low Volatility ETF position peaked at $2.67M in Q4 2021.
  • 187 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q1 2026.

Based on Liberty One Investment Management's 13F filing for Q1 2026, filed 14 May 2026.