MIA
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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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $8.75B AUM 16.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
DC
Dorval Corp Maple Grove, Minnesota $322M AUM 7.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return