MFGM
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Marshall Financial Group (Maryland)’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Marshall Financial Group (Maryland)’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
Q4 		– Sell
-3,238
Closed -$206K – 315
2025
Q3 		$206K Sell
3,238
-556
-15% -$34.9K 0.04% 249
2025
Q2 		$236K Sell
3,794
-605
-14% -$36.7K 0.05% 232
2025
Q1 		$272K Sell
4,399
-452
-9% -$27.8K 0.06% 198
2024
Q4 		$295K Sell
4,851
-179
-4% -$11.2K 0.07% 183
2024
Q3 		$307K Buy
+5,030
New +$294K 0.07% 180
2022
Q2 		– Sell
-4,072
Closed -$227K – 217
2022
Q1 		$227K Sell
4,072
-742
-15% -$40.7K 0.09% 192
2021
Q4 		$281K Sell
4,814
-12,463
-72% -$696K 0.1% 185
2021
Q3 		$907K Buy
+17,277
New +$937K 0.47% 67
2021
Q1 		– Sell
-14,750
Closed -$710K – 137
2020
Q4 		$710K Buy
+14,750
New +$665K 0.46% 76

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