Milestone Investment Advisors’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Milestone Investment Advisors’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	–	Sell	-224	Closed	-$14K	–	142
2025 Q4	$14K	Sell	224 -32	-13%	-$2.01K	﹤0.01%	120
2025 Q3	$16.3K	Sell	256 -62	-19%	-$3.89K	﹤0.01%	111
2025 Q2	$19.6K	Hold	318	–	–	0.01%	112
2025 Q1	$19.6K	Sell	318 -24	-7%	-$1.47K	0.01%	113
2024 Q4	$20.8K	Buy	+342	New	+$21.4K	0.01%	114
2024 Q2	–	Sell	-342	Closed	-$19.3K	–	140
2024 Q1	$19.3K	Hold	342	–	–	0.01%	110
2023 Q4	$18.2K	Hold	342	–	–	0.01%	107
2023 Q3	$16.8K	Hold	342	–	–	﹤0.01%	268
2023 Q2	$17.7K	Hold	342	–	–	0.01%	99
2023 Q1	$17.9K	Hold	342	–	–	0.01%	270
2022 Q4	$18.3K	Buy	+342	New	+$18K	0.01%	100

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Milestone Investment Advisors's XMLV Position: Q1 2026 in Review

Milestone Investment Advisors sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q1 2026, closing a stake of 224 shares — an estimated $14K sold.

Milestone Investment Advisors first reported a position in XMLV in Q4 2022 and held it in 11 quarters. The position peaked at $20.8K in Q4 2024. 188 funds tracked by Wall St. Rank hold XMLV as of Q1 2026.

Milestone Investment Advisors reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q1 2026 after selling out during the quarter.
Milestone Investment Advisors sold 224 Invesco S&P MidCap Low Volatility ETF shares in Q1 2026, an estimated $14K.
Milestone Investment Advisors first reported a position in Invesco S&P MidCap Low Volatility ETF in Q4 2022 and held it in 11 quarters.
Milestone Investment Advisors's Invesco S&P MidCap Low Volatility ETF position peaked at $20.8K in Q4 2024.
188 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q1 2026.

Based on Milestone Investment Advisors's 13F filing for Q1 2026, filed 5 May 2026.