Moneywise Inc’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $426K | Sell |
6,764
-6,468
| -49% | -$418K | 0.19% | 62 |
|
|
2025
Q4 | $825K | Sell |
13,232
-367
| -3% | -$23K | 0.34% | 53 |
|
|
2025
Q3 | $864K | Hold |
13,599
| – | – | 0.39% | 41 |
|
|
2025
Q2 | $839K | Sell |
13,599
-625
| -4% | -$37.9K | 0.39% | 42 |
|
|
2025
Q1 | $878K | Sell |
14,224
-309
| -2% | -$19K | 0.46% | 34 |
|
|
2024
Q4 | $884K | Sell |
14,533
-3,282
| -18% | -$205K | 0.44% | 37 |
|
|
2024
Q3 | $1.09M | Sell |
17,815
-1,106
| -6% | -$64.6K | 0.53% | 37 |
|
|
2024
Q2 | $1.05M | Sell |
18,921
-448
| -2% | -$24.8K | 0.55% | 33 |
|
|
2024
Q1 | $1.09M | Sell |
19,369
-972
| -5% | -$52.4K | 0.59% | 31 |
|
|
2023
Q4 | $1.08M | Buy |
20,341
+55
| +0.3% | +$2.77K | 0.62% | 25 |
|
|
2023
Q3 | $997K | Sell |
20,286
-1,143
| -5% | -$59K | 0.63% | 25 |
|
|
2023
Q2 | $1.11M | Buy |
21,429
+3
| +0% | +$154 | 0.69% | 25 |
|
|
2023
Q1 | $1.12M | Buy |
21,426
+15
| +0.1% | +$812 | 0.73% | 24 |
|
|
2022
Q4 | $1.15M | Sell |
21,411
-714
| -3% | -$37.5K | 0.86% | 24 |
|
|
2022
Q3 | $1.06M | Buy |
22,125
+53
| +0.2% | +$2.8K | 0.87% | 21 |
|
|
2022
Q2 | $1.13M | Sell |
22,072
-4,102
| -16% | -$220K | 0.88% | 23 |
|
|
2022
Q1 | $1.46M | Sell |
26,174
-4,477
| -15% | -$246K | 0.96% | 20 |
|
|
2021
Q4 | $1.79M | Sell |
30,651
-2,319
| -7% | -$130K | 1.15% | 20 |
|
|
2021
Q3 | $1.73M | Sell |
32,970
-3,322
| -9% | -$180K | 1.13% | 20 |
|
|
2021
Q2 | $1.94M | Sell |
36,292
-3,204
| -8% | -$173K | 1.32% | 17 |
|
|
2021
Q1 | $2.07M | Sell |
39,496
-1,822
| -4% | -$91.7K | 1.39% | 16 |
|
|
2020
Q4 | $1.99M | Sell |
41,318
-29,586
| -42% | -$1.33M | 1.42% | 16 |
|
|
2020
Q3 | $2.95M | Sell |
70,904
-29,313
| -29% | -$1.25M | 2.35% | 14 |
|
|
2020
Q2 | $4.15M | Sell |
100,217
-30,837
| -24% | -$1.27M | 3.32% | 9 |
|
|
2020
Q1 | $5.22M | Buy |
131,054
+2,038
| +2% | +$101K | 4.59% | 7 |
|
|
2019
Q4 | $6.79M | Buy |
129,016
+2,649
| +2% | +$140K | 5.11% | 8 |
|
|
2019
Q3 | $6.65M | Buy |
126,367
+2,600
| +2% | +$135K | 5.37% | 7 |
|
|
2019
Q2 | $6.35M | Sell |
123,767
-15,203
| -11% | -$771K | 4.84% | 8 |
|
|
2019
Q1 | $6.22M | Buy |
+138,970
| New | +$6.67M | 5.33% | 7 |
|
|
2018
Q2 | – | Sell |
-143,299
| Closed | -$6.42M | – | 42 |
|
|
2018
Q1 | $6.42M | Sell |
143,299
-37,002
| -21% | -$1.65M | 5.33% | 7 |
|
|
2017
Q4 | $8.18M | Sell |
180,301
-7,301
| -4% | -$331K | 6.12% | 6 |
|
|
2017
Q3 | $8.23M | Buy |
187,602
+11,578
| +7% | +$504K | 6.51% | 5 |
|
|
2017
Q2 | $7.62M | Buy |
176,024
+6,308
| +4% | +$271K | 6.49% | 5 |
|
|
2017
Q1 | $7.18M | Buy |
169,716
+5,726
| +3% | +$239K | 6.51% | 5 |
|
|
2016
Q4 | $6.66M | Buy |
163,990
+5,976
| +4% | +$234K | 6.6% | 5 |
|
|
2016
Q3 | $6.14M | Buy |
+158,014
| New | +$6.21M | 6.49% | 7 |
|
Other funds holding XMLV
BCM
DC
Moneywise Inc's XMLV Position: Q1 2026 in Review
Moneywise Inc reduced its Invesco S&P MidCap Low Volatility ETF (XMLV) stake by 49% in Q1 2026, selling an estimated $418K and leaving 6,764 shares worth $426K. The position accounts for 0.19% of the portfolio, ranked #62.
Moneywise Inc first reported a position in XMLV in Q3 2016 and has held it in 36 quarters since. The position peaked at $8.23M in Q3 2017. 187 funds tracked by Wall St. Rank hold XMLV as of Q1 2026.
- Moneywise Inc held 6,764 shares of Invesco S&P MidCap Low Volatility ETF worth $426K as of Q1 2026.
- Moneywise Inc sold 6,468 Invesco S&P MidCap Low Volatility ETF shares in Q1 2026, an estimated $418K.
- Invesco S&P MidCap Low Volatility ETF made up 0.19% of Moneywise Inc's portfolio in Q1 2026, its #62 holding.
- Moneywise Inc first reported a position in Invesco S&P MidCap Low Volatility ETF in Q3 2016 and has held it in 36 quarters since.
- Moneywise Inc's Invesco S&P MidCap Low Volatility ETF position peaked at $8.23M in Q3 2017.
- 187 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q1 2026.
Based on Moneywise Inc's 13F filing for Q1 2026, filed 27 Apr 2026.