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XMLV icon

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

NewEdge 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
Q2 		$8.15K Sell
231
-1,601
-87% -$104K ﹤0.01% 3589
2026
Q1 		$115K Buy
1,832
+10
+0.5% +$647 ﹤0.01% 2718
2025
Q4 		$114K Sell
1,822
-97,298
-98% -$6.11M ﹤0.01% 2731
2025
Q3 		$6.31M Buy
99,120
+2,919
+3% +$183K 0.03% 540
2025
Q2 		$5.94M Buy
96,201
+24,996
+35% +$1.52M 0.03% 512
2025
Q1 		$3.75M Buy
71,205
+55,341
+349% +$3.4M 0.02% 605
2024
Q4 		$965K Buy
15,864
+67
+0.4% +$4.19K 0.01% 1180
2024
Q3 		$964K Buy
15,797
+551
+4% +$32.2K 0.01% 1127
2024
Q2 		$842K Sell
15,246
-5,761
-27% -$319K 0.01% 1155
2024
Q1 		$1.18M Buy
21,007
+2,514
+14% +$135K 0.01% 923
2023
Q4 		$983K Buy
18,493
+4,099
+28% +$207K 0.01% 942
2023
Q3 		$708K Sell
14,394
-485
-3% -$25K 0.01% 1025
2023
Q2 		$770K Sell
14,879
-1,914
-11% -$98.3K 0.01% 991
2023
Q1 		$861K Sell
16,793
-1,798
-10% -$97.3K 0.01% 851
2022
Q4 		$746K Buy
18,591
+1,182
+7% +$62.2K 0.02% 617
2022
Q3 		$836K Sell
17,409
-1,540
-8% -$81.3K 0.01% 722
2022
Q2 		$974K Buy
18,949
+59
+0.3% +$3.17K 0.02% 676
2022
Q1 		$1.05M Sell
18,890
-154
-0.8% -$8.45K 0.02% 627
2021
Q4 		$1.11M Buy
19,044
+2,475
+15% +$138K 0.02% 675
2021
Q3 		$870K Buy
16,569
+8,236
+99% +$447K 0.02% 567
2021
Q2 		$446K Buy
8,333
+567
+7% +$30.6K 0.01% 771
2021
Q1 		$407K Buy
+7,766
New +$391K 0.01% 719
2020
Q3 		– Sell
-41,854
Closed -$1.73M – 987
2020
Q2 		$1.73M Sell
41,854
-8,829
-17% -$365K 0.07% 245
2020
Q1 		$2.02M Buy
50,683
+7,619
+18% +$379K 0.1% 190
2019
Q4 		$2.32M Buy
43,064
+11,296
+36% +$598K 0.09% 218
2019
Q3 		$1.67M Buy
31,768
+9,945
+46% +$516K 0.07% 252
2019
Q2 		$1.12M Buy
21,823
+17,191
+371% +$872K 0.07% 263
2019
Q1 		$230K Buy
+4,632
New +$222K 0.01% 596
2017
Q3 		– Sell
-2,886
Closed -$124K – 1146
2017
Q2 		$124K Buy
+2,886
New +$124K 0.02% 376

Other funds holding XMLV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
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
DC
Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

NewEdge Advisors's XMLV Position: Q2 2026 in Review

NewEdge Advisors reduced its Invesco S&P MidCap Low Volatility ETF (XMLV) stake by 87% in Q2 2026, selling an estimated $104K and leaving 231 shares worth $8.15K. The position accounts for ﹤0.01% of the portfolio, ranked #3589.

NewEdge Advisors first reported a position in XMLV in Q2 2017 and has held it in 29 quarters since. The position peaked at $6.31M in Q3 2025. 189 funds tracked by Wall St. Rank hold XMLV as of Q2 2026.

  • NewEdge Advisors held 231 shares of Invesco S&P MidCap Low Volatility ETF worth $8.15K as of Q2 2026.
  • NewEdge Advisors sold 1,601 Invesco S&P MidCap Low Volatility ETF shares in Q2 2026, an estimated $104K.
  • Invesco S&P MidCap Low Volatility ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3589 holding.
  • NewEdge Advisors first reported a position in Invesco S&P MidCap Low Volatility ETF in Q2 2017 and has held it in 29 quarters since.
  • NewEdge Advisors's Invesco S&P MidCap Low Volatility ETF position peaked at $6.31M in Q3 2025.
  • 189 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.