MFG
XMLV icon

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

Merit Financial Group’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
Q1 		$9.1M Buy
144,515
+8,293
+6% +$536K 0.07% 244
2025
Q4 		$8.5M Buy
136,222
+132,629
+3,691% +$8.33M 0.07% 232
2025
Q3 		$228K Buy
3,593
+3
+0.1% +$188 ﹤0.01% 1589
2025
Q2 		$221K Buy
3,590
+12
+0.3% +$729 ﹤0.01% 1496
2025
Q1 		$221K Buy
3,578
+15
+0.4% +$921 ﹤0.01% 1248
2024
Q4 		$217K Buy
3,563
+11
+0.3% +$687 ﹤0.01% 1063
2024
Q3 		$217K Buy
+3,552
New +$207K ﹤0.01% 766
2020
Q2 		– Sell
-51,598
Closed -$2.06M – 245
2020
Q1 		$2.06M Buy
+51,598
New +$2.57M 0.23% 36

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