Nova Wealth Management’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Nova Wealth Management’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	$125K	Hold	1,889	–	–	0.07%	160
2026 Q1	$119K	Sell	1,889 -770	-29%	-$49.8K	0.08%	156
2025 Q4	$166K	Sell	2,659 -684	-20%	-$43K	0.11%	140
2025 Q3	$212K	Sell	3,343 -2,992	-47%	-$188K	0.15%	126
2025 Q2	$391K	Buy	6,335 +6,207	+4,849%	+$377K	0.29%	86
2025 Q1	$7.9K	Buy	+128	New	+$7.86K	0.01%	343

Other funds holding XMLV

BCM

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

JWWM

Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return

TBFA

Three Bearings Fiduciary Advisors Hampton, New Hampshire $112M AUM

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SSWM

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Nova Wealth Management's XMLV Position: Q2 2026 in Review

Nova Wealth Management held its Invesco S&P MidCap Low Volatility ETF (XMLV) position steady in Q2 2026 at 1,889 shares worth $125K. The position accounts for 0.07% of the portfolio, ranked #160.

Nova Wealth Management first reported a position in XMLV in Q1 2025 and has held it in 6 quarters since. The position peaked at $391K in Q2 2025. 27 funds tracked by Wall St. Rank hold XMLV as of Q2 2026.

Nova Wealth Management held 1,889 shares of Invesco S&P MidCap Low Volatility ETF worth $125K as of Q2 2026.
Nova Wealth Management left its Invesco S&P MidCap Low Volatility ETF share count unchanged in Q2 2026.
Invesco S&P MidCap Low Volatility ETF made up 0.07% of Nova Wealth Management's portfolio in Q2 2026, its #160 holding.
Nova Wealth Management first reported a position in Invesco S&P MidCap Low Volatility ETF in Q1 2025 and has held it in 6 quarters since.
Nova Wealth Management's Invesco S&P MidCap Low Volatility ETF position peaked at $391K in Q2 2025.
27 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q2 2026.

Based on Nova Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.