OIA
XMLV icon

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
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 – 1176
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
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
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $8.75B AUM 16.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
DC
Dorval Corp Maple Grove, Minnesota $322M AUM 7.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return