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

OneDigital 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 Q2	$304K	Buy	4,586 +1	+0%	+$65	﹤0.01%	1278
2026 Q1	$289K	Buy	4,585 +95	+2%	+$6.14K	﹤0.01%	1200
2025 Q4	$280K	Sell	4,490 -5,928	-57%	-$372K	﹤0.01%	1257
2025 Q3	$662K	Sell	10,418 -30	-0.3%	-$1.88K	0.01%	818
2025 Q2	$644K	Sell	10,448 -226	-2%	-$13.7K	0.01%	808
2025 Q1	$659K	Buy	10,674 +6,184	+138%	+$380K	0.01%	755
2024 Q4	$273K	Hold	4,490	–	–	﹤0.01%	1178
2024 Q3	$274K	Hold	4,490	–	–	﹤0.01%	1201
2024 Q2	$248K	Buy	+4,490	New	+$249K	﹤0.01%	1195
2019 Q3	–	Sell	-1,277	Closed	-$65K	–	1174
2019 Q2	$65K	Buy	1,277 +103	+9%	+$5.22K	0.01%	525
2019 Q1	$58K	Buy	+1,174	New	+$56.4K	0.01%	470

Other funds holding XMLV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

OneDigital Investment Advisors's XMLV Position: Q2 2026 in Review

OneDigital Investment Advisors increased its Invesco S&P MidCap Low Volatility ETF (XMLV) stake by 0.02% in Q2 2026, buying an estimated $65 and bringing the position to 4,586 shares worth $304K. The position accounts for ﹤0.01% of the portfolio, ranked #1278.

OneDigital Investment Advisors first reported a position in XMLV in Q1 2019 and has held it in 11 quarters since. The position peaked at $662K in Q3 2025. 189 funds tracked by Wall St. Rank hold XMLV as of Q2 2026.

OneDigital Investment Advisors held 4,586 shares of Invesco S&P MidCap Low Volatility ETF worth $304K as of Q2 2026.
OneDigital Investment Advisors bought 1 Invesco S&P MidCap Low Volatility ETF share in Q2 2026, an estimated $65.
Invesco S&P MidCap Low Volatility ETF made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #1278 holding.
OneDigital Investment Advisors first reported a position in Invesco S&P MidCap Low Volatility ETF in Q1 2019 and has held it in 11 quarters since.
OneDigital Investment Advisors's Invesco S&P MidCap Low Volatility ETF position peaked at $662K in Q3 2025.
189 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.