Marshall & Sterling Wealth Advisors’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Marshall & Sterling Wealth Advisors’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	$31.3K	Buy	471 +3	+0.6%	+$195	0.02%	185
2026 Q1	$29.5K	Sell	468 -118	-20%	-$7.63K	0.02%	180
2025 Q4	$36.6K	Buy	586 +3	+0.5%	+$188	0.02%	159
2025 Q3	$37K	Sell	583 -112	-16%	-$7.02K	0.02%	201
2025 Q2	$42.8K	Buy	695 +6	+0.9%	+$364	0.03%	181
2025 Q1	$42.5K	Buy	689 +5	+0.7%	+$307	0.03%	174
2024 Q4	$41.6K	Buy	+684	New	+$42.7K	0.03%	142

Other funds holding XMLV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's XMLV Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors increased its Invesco S&P MidCap Low Volatility ETF (XMLV) stake by 0.64% in Q2 2026, buying an estimated $195 and bringing the position to 471 shares worth $31.3K. The position accounts for 0.02% of the portfolio, ranked #185.

Marshall & Sterling Wealth Advisors first reported a position in XMLV in Q4 2024 and has held it in 7 quarters since. The position peaked at $42.8K in Q2 2025. 189 funds tracked by Wall St. Rank hold XMLV as of Q2 2026.

Marshall & Sterling Wealth Advisors held 471 shares of Invesco S&P MidCap Low Volatility ETF worth $31.3K as of Q2 2026.
Marshall & Sterling Wealth Advisors bought 3 Invesco S&P MidCap Low Volatility ETF shares in Q2 2026, an estimated $195.
Invesco S&P MidCap Low Volatility ETF made up 0.02% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #185 holding.
Marshall & Sterling Wealth Advisors first reported a position in Invesco S&P MidCap Low Volatility ETF in Q4 2024 and has held it in 7 quarters since.
Marshall & Sterling Wealth Advisors's Invesco S&P MidCap Low Volatility ETF position peaked at $42.8K in Q2 2025.
189 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.