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Mainstay Capital Management’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Mainstay Capital 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
2025
Q2 		– Sell
-3,434
Closed -$212K – 142
2025
Q1 		$212K Hold
3,434
– – 0.03% 104
2024
Q4 		$209K Buy
+3,434
New +$215K 0.03% 102

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BCM
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DC
Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Mainstay Capital Management's XMLV Position: Q2 2025 in Review

Mainstay Capital Management sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q2 2025, closing a stake of 3,434 shares — an estimated $212K sold.

Mainstay Capital Management first reported a position in XMLV in Q4 2024 and held it in 2 quarters. The position peaked at $212K in Q1 2025. 202 funds tracked by Wall St. Rank hold XMLV as of Q2 2025.

  • Mainstay Capital Management reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q2 2025 after selling out during the quarter.
  • Mainstay Capital Management sold 3,434 Invesco S&P MidCap Low Volatility ETF shares in Q2 2025, an estimated $212K.
  • Mainstay Capital Management first reported a position in Invesco S&P MidCap Low Volatility ETF in Q4 2024 and held it in 2 quarters.
  • Mainstay Capital Management's Invesco S&P MidCap Low Volatility ETF position peaked at $212K in Q1 2025.
  • 202 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q2 2025.

Based on Mainstay Capital Management's 13F filing for Q2 2025, filed 24 Jul 2025.