LF
XMLV icon

LifeSteps Financial’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

LifeSteps Financial’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 		$1.46K Buy
+22
New +$1.43K ﹤0.01% 712
2024
Q2 		– Sell
-47
Closed -$2.65K – 431
2024
Q1 		$2.65K Buy
+47
New +$2.53K ﹤0.01% 380

Other funds holding XMLV

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
JWWM
Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return
TBFA
Three Bearings Fiduciary Advisors Hampton, New Hampshire $112M AUM
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

LifeSteps Financial's XMLV Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Invesco S&P MidCap Low Volatility ETF (XMLV) in Q2 2026: 22 shares worth $1.46K. The stake represents ﹤0.01% of the portfolio and ranks #712 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in XMLV as recently as Q1 2024.

LifeSteps Financial first reported a position in XMLV in Q1 2024 and has held it in 2 quarters since. The position peaked at $2.65K in Q1 2024. 27 funds tracked by Wall St. Rank hold XMLV as of Q2 2026.

  • LifeSteps Financial held 22 shares of Invesco S&P MidCap Low Volatility ETF worth $1.46K as of Q2 2026.
  • Invesco S&P MidCap Low Volatility ETF was a new LifeSteps Financial position in Q2 2026.
  • Invesco S&P MidCap Low Volatility ETF made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #712 holding.
  • LifeSteps Financial first reported a position in Invesco S&P MidCap Low Volatility ETF in Q1 2024 and has held it in 2 quarters since.
  • LifeSteps Financial's Invesco S&P MidCap Low Volatility ETF position peaked at $2.65K in Q1 2024.
  • 27 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.