Medallion Wealth Advisors’s Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF XRLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-24
Closed -$1.3K 1158
2025
Q4
$1.3K Hold
24
﹤0.01% 1032
2025
Q3
$1.33K Hold
24
﹤0.01% 1011
2025
Q2
$1.33K Hold
24
﹤0.01% 1002
2025
Q1
$1.36K Hold
24
﹤0.01% 960
2024
Q4
$1.27K Buy
+24
New +$1.31K ﹤0.01% 905

Medallion Wealth Advisors's XRLV Position: Q1 2026 in Review

Medallion Wealth Advisors sold out of Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF (XRLV) in Q1 2026, closing a stake of 24 shares — an estimated $1.3K sold.

Medallion Wealth Advisors first reported a position in XRLV in Q4 2024 and held it in 5 quarters. The position peaked at $1.36K in Q1 2025. 0 funds tracked by Wall St. Rank hold XRLV as of Q1 2026.

  • Medallion Wealth Advisors reported no remaining Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF position as of Q1 2026 after selling out during the quarter.
  • Medallion Wealth Advisors sold 24 Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF shares in Q1 2026, an estimated $1.3K.
  • Medallion Wealth Advisors first reported a position in Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF in Q4 2024 and held it in 5 quarters.
  • Medallion Wealth Advisors's Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF position peaked at $1.36K in Q1 2025.
  • 0 funds tracked by Wall St. Rank held Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.