LI
XMLV icon

LVZ Inc’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

LVZ Inc’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 		– Sell
-3,333
Closed -$210K – 184
2026
Q1 		$210K Sell
3,333
-88
-3% -$5.69K 0.02% 145
2025
Q4 		$213K Hold
3,421
– – 0.02% 154
2025
Q3 		$217K Hold
3,421
– – 0.02% 149
2025
Q2 		$211K Hold
3,421
– – 0.03% 144
2025
Q1 		$211K Hold
3,421
– – 0.03% 139
2024
Q4 		$208K Sell
3,421
-250
-7% -$15.6K 0.03% 141
2024
Q3 		$224K Buy
+3,671
New +$214K 0.03% 134
2024
Q2 		– Sell
-3,557
Closed -$201K – 152
2024
Q1 		$201K Buy
+3,557
New +$192K 0.03% 133
2023
Q3 		– Sell
-3,948
Closed -$204K – 149
2023
Q2 		$204K Hold
3,948
– – 0.03% 137
2023
Q1 		$207K Sell
3,948
-251
-6% -$13.6K 0.03% 137
2022
Q4 		$225K Buy
+4,199
New +$221K 0.04% 127
2016
Q4 		– Sell
-6,001
Closed -$233K – 39
2016
Q3 		$233K Hold
6,001
– – 2.27% 25
2016
Q2 		$235K Buy
+6,001
New +$224K 2.56% 19

Other funds holding XMLV

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
BCM
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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
LI
LMCG Investments Boston, Massachusetts $1.87B AUM 50.61% 1-Year Est. Return
JWWM
Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
TBFA
Three Bearings Fiduciary Advisors Hampton, New Hampshire $112M AUM

LVZ Inc's XMLV Position: Q2 2026 in Review

LVZ Inc sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q2 2026, closing a stake of 3,333 shares — an estimated $210K sold.

LVZ Inc first reported a position in XMLV in Q2 2016 and held it in 13 quarters. The position peaked at $235K in Q2 2016. 64 funds tracked by Wall St. Rank hold XMLV as of Q2 2026.

  • LVZ Inc reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q2 2026 after selling out during the quarter.
  • LVZ Inc sold 3,333 Invesco S&P MidCap Low Volatility ETF shares in Q2 2026, an estimated $210K.
  • LVZ Inc first reported a position in Invesco S&P MidCap Low Volatility ETF in Q2 2016 and held it in 13 quarters.
  • LVZ Inc's Invesco S&P MidCap Low Volatility ETF position peaked at $235K in Q2 2016.
  • 64 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q2 2026.

Based on LVZ Inc's 13F filing for Q2 2026, filed 9 Jul 2026.