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 Q2	$10.1M	Buy	152,060 +7,545	+5%	+$491K	0.06%	255
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

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

Merit Financial Group's XMLV Position: Q2 2026 in Review

Merit Financial Group increased its Invesco S&P MidCap Low Volatility ETF (XMLV) stake by 5.2% in Q2 2026, buying an estimated $491K and bringing the position to 152,060 shares worth $10.1M. The position accounts for 0.06% of the portfolio, ranked #255.

Merit Financial Group first reported a position in XMLV in Q1 2020 and has held it in 9 quarters since. 189 funds tracked by Wall St. Rank hold XMLV as of Q2 2026.

Merit Financial Group held 152,060 shares of Invesco S&P MidCap Low Volatility ETF worth $10.1M as of Q2 2026.
Merit Financial Group bought 7,545 Invesco S&P MidCap Low Volatility ETF shares in Q2 2026, an estimated $491K.
Invesco S&P MidCap Low Volatility ETF made up 0.06% of Merit Financial Group's portfolio in Q2 2026, its #255 holding.
Merit Financial Group first reported a position in Invesco S&P MidCap Low Volatility ETF in Q1 2020 and has held it in 9 quarters since.
189 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.