Meridian Financial’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Meridian Financial’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	$293K	Hold	4,411	–	–	0.14%	122
2026 Q1	$278K	Hold	4,411	–	–	0.15%	116
2025 Q4	$275K	Hold	4,411	–	–	0.15%	115
2025 Q3	$280K	Sell	4,411 -100	-2%	-$6.27K	0.16%	106
2025 Q2	$278K	Hold	4,511	–	–	0.18%	97
2025 Q1	$278K	Hold	4,511	–	–	0.2%	94
2024 Q4	$274K	Sell	4,511 -101	-2%	-$6.31K	0.19%	93
2024 Q3	$282K	Hold	4,612	–	–	0.19%	101
2024 Q2	$255K	Hold	4,612	–	–	0.18%	102
2024 Q1	$260K	Hold	4,612	–	–	0.19%	99
2023 Q4	$245K	Hold	4,612	–	–	0.19%	97
2023 Q3	$227K	Hold	4,612	–	–	0.21%	90
2023 Q2	$239K	Hold	4,612	–	–	0.22%	86
2023 Q1	$242K	Hold	4,612	–	–	0.23%	85
2022 Q4	$247K	Sell	4,612 -309	-6%	-$16.2K	0.26%	74
2022 Q3	$236K	Hold	4,921	–	–	0.27%	73
2022 Q2	$253K	Buy	+4,921	New	+$264K	0.28%	72

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

Meridian Financial's XMLV Position: Q2 2026 in Review

Meridian Financial held its Invesco S&P MidCap Low Volatility ETF (XMLV) position steady in Q2 2026 at 4,411 shares worth $293K. The position accounts for 0.14% of the portfolio, ranked #122.

Meridian Financial first reported a position in XMLV in Q2 2022 and has held it in 17 quarters since. 189 funds tracked by Wall St. Rank hold XMLV as of Q2 2026.

Meridian Financial held 4,411 shares of Invesco S&P MidCap Low Volatility ETF worth $293K as of Q2 2026.
Meridian Financial left its Invesco S&P MidCap Low Volatility ETF share count unchanged in Q2 2026.
Invesco S&P MidCap Low Volatility ETF made up 0.14% of Meridian Financial's portfolio in Q2 2026, its #122 holding.
Meridian Financial first reported a position in Invesco S&P MidCap Low Volatility ETF in Q2 2022 and has held it in 17 quarters since.
189 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q2 2026.

Based on Meridian Financial's 13F filing for Q2 2026, filed 22 Jul 2026.