MPWT
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MassMutual Private Wealth & Trust’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

MassMutual Private Wealth & Trust’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
Q3 		$1.62M Buy
25,709
+1,883
+8% +$127K 0.04% 206
2026
Q2 		$1.58M Sell
23,826
-390
-2% -$25.4K 0.04% 211
2026
Q1 		$1.52M Buy
24,216
+4,536
+23% +$293K 0.04% 216
2025
Q4 		$1.23M Buy
19,680
+1,371
+7% +$86.1K 0.03% 224
2025
Q3 		$1.16M Buy
18,309
+924
+5% +$57.9K 0.03% 230
2025
Q2 		$1.07M Buy
17,385
+891
+5% +$54.1K 0.03% 237
2025
Q1 		$1.02M Buy
16,494
+7,856
+91% +$482K 0.03% 243
2024
Q4 		$525K Buy
8,638
+7,678
+800% +$480K 0.01% 313
2024
Q3 		$58.6K Buy
+960
New +$56K ﹤0.01% 626
2024
Q2 		– Sell
-461
Closed -$26K – 2242
2024
Q1 		$26K Hold
461
– – ﹤0.01% 762
2023
Q4 		$24.5K Hold
461
– – ﹤0.01% 771
2023
Q3 		$22.7K Hold
461
– – ﹤0.01% 770
2023
Q2 		$23.9K Hold
461
– – ﹤0.01% 717
2023
Q1 		$24.2K Hold
461
– – ﹤0.01% 680
2022
Q4 		$25K Hold
461
– – ﹤0.01% 591
2022
Q3 		$22K Hold
461
– – ﹤0.01% 570
2022
Q2 		$24K Hold
461
– – ﹤0.01% 549
2022
Q1 		$26K Buy
+461
New +$25.3K ﹤0.01% 550
2021
Q1 		– Sell
-680
Closed -$33K – 1193
2020
Q4 		$33K Hold
680
– – ﹤0.01% 481
2020
Q3 		$28K Buy
680
+252
+59% +$10.7K ﹤0.01% 469
2020
Q2 		$18K Hold
428
– – ﹤0.01% 484
2020
Q1 		$17K Buy
428
+163
+62% +$8.1K ﹤0.01% 465
2019
Q4 		$14K Buy
+265
New +$14K ﹤0.01% 575
2019
Q1 		– Sell
-2,000
Closed -$88.8K – 1009
2018
Q4 		$88.8K Hold
2,000
– – 0.01% 374
2018
Q3 		$97.1K Hold
2,000
– – 0.01% 384
2018
Q2 		$94K Buy
+2,000
New +$91.7K 0.01% 382

Other funds holding XMLV

CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
IPAM
Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

MassMutual Private Wealth & Trust's XMLV Position: Q3 2026 in Review

MassMutual Private Wealth & Trust increased its Invesco S&P MidCap Low Volatility ETF (XMLV) stake by 7.9% in Q3 2026, buying an estimated $127K and bringing the position to 25,709 shares worth $1.62M. The position accounts for 0.04% of the portfolio, ranked #206.

MassMutual Private Wealth & Trust first reported a position in XMLV in Q2 2018 and has held it in 26 quarters since. 11 funds tracked by Wall St. Rank hold XMLV as of Q3 2026.

  • MassMutual Private Wealth & Trust held 25,709 shares of Invesco S&P MidCap Low Volatility ETF worth $1.62M as of Q3 2026.
  • MassMutual Private Wealth & Trust bought 1,883 Invesco S&P MidCap Low Volatility ETF shares in Q3 2026, an estimated $127K.
  • Invesco S&P MidCap Low Volatility ETF made up 0.04% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #206 holding.
  • MassMutual Private Wealth & Trust first reported a position in Invesco S&P MidCap Low Volatility ETF in Q2 2018 and has held it in 26 quarters since.
  • 11 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.