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Obsidian Personal Planning Solutions’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Obsidian Personal Planning Solutions’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
2025
Q3 		$7.92M Buy
128,079
+3,228
+3% +$202K 2.75% 14
2025
Q2 		$7.7M Buy
124,851
+2,705
+2% +$164K 3.12% 14
2025
Q1 		$7.33M Sell
122,146
-2,332
-2% -$143K 3.27% 12
2024
Q4 		$7.72M Buy
124,478
+4,019
+3% +$251K 3.72% 8
2024
Q3 		$7.36M Buy
120,459
+9,724
+9% +$568K 3.85% 7
2024
Q2 		$6.12M Buy
110,735
+4,785
+5% +$265K 3.73% 9
2024
Q1 		$5.77M Buy
105,950
+7,700
+8% +$415K 3.79% 8
2023
Q4 		$5.22M Buy
98,250
+2,655
+3% +$134K 3.98% 7
2023
Q3 		$4.7M Buy
95,595
+12,250
+15% +$632K 4.01% 8
2023
Q2 		$4.31M Buy
83,345
+4,433
+6% +$228K 5.31% 5
2023
Q1 		$4.14M Buy
78,912
+58
+0.1% +$3.14K 6.03% 5
2022
Q4 		$4.22M Buy
78,854
+1,806
+2% +$95K 6.77% 3
2022
Q3 		$3.7M Buy
77,048
+1,865
+2% +$98.5K 6.77% 3
2022
Q2 		$3.86M Buy
+75,183
New +$4.04M 6.59% 4

Other funds holding XMLV

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DC
Dorval Corp Maple Grove, Minnesota $322M AUM 7.74% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Obsidian Personal Planning Solutions's XMLV Position: Q3 2025 in Review

Obsidian Personal Planning Solutions increased its Invesco S&P MidCap Low Volatility ETF (XMLV) stake by 2.6% in Q3 2025, buying an estimated $202K and bringing the position to 128,079 shares worth $7.92M. The position accounts for 2.75% of the portfolio, ranked #14.

Obsidian Personal Planning Solutions first reported a position in XMLV in Q2 2022 and has held it in 14 quarters since. 194 funds tracked by Wall St. Rank hold XMLV as of Q3 2025.

  • Obsidian Personal Planning Solutions held 128,079 shares of Invesco S&P MidCap Low Volatility ETF worth $7.92M as of Q3 2025.
  • Obsidian Personal Planning Solutions bought 3,228 Invesco S&P MidCap Low Volatility ETF shares in Q3 2025, an estimated $202K.
  • Invesco S&P MidCap Low Volatility ETF made up 2.75% of Obsidian Personal Planning Solutions's portfolio in Q3 2025, its #14 holding.
  • Obsidian Personal Planning Solutions first reported a position in Invesco S&P MidCap Low Volatility ETF in Q2 2022 and has held it in 14 quarters since.
  • 194 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q3 2025.

Based on Obsidian Personal Planning Solutions's 13F filing for Q3 2025, filed 13 Nov 2025.