PSF
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Pacific Sun Financial’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Pacific Sun Financial’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 		$1.3M Sell
19,645
-1,120
-5% -$72.9K 0.54% 51
2026
Q1 		$1.31M Buy
20,765
+290
+1% +$18.8K 0.63% 44
2025
Q4 		$1.28M Sell
20,475
-670
-3% -$42.1K 0.61% 45
2025
Q3 		$1.34M Sell
21,145
-55
-0.3% -$3.45K 0.65% 43
2025
Q2 		$1.31M Sell
21,200
-80
-0.4% -$4.86K 0.68% 41
2025
Q1 		$1.31M Sell
21,280
-900
-4% -$55.3K 0.75% 40
2024
Q4 		$1.35M Sell
22,180
-145
-0.6% -$9.06K 0.73% 37
2024
Q3 		$1.36M Sell
22,325
-1,360
-6% -$79.4K 0.75% 37
2024
Q2 		$1.31M Sell
23,685
-180
-0.8% -$9.98K 0.77% 38
2024
Q1 		$1.35M Sell
23,865
-150
-0.6% -$8.08K 0.78% 38
2023
Q4 		$1.28M Sell
24,015
-2,390
-9% -$120K 0.81% 37
2023
Q3 		$1.3M Hold
26,405
– – 0.9% 33
2023
Q2 		$1.38M Buy
+26,405
New +$1.36M 0.93% 31
2022
Q4 		$1.41M Sell
26,305
-850
-3% -$44.7K 0.99% 31
2022
Q3 		$1.3M Sell
27,155
-680
-2% -$35.9K 0.92% 31
2022
Q2 		$1.43M Sell
27,835
-1,325
-5% -$71.1K 0.94% 30
2022
Q1 		$1.63M Sell
29,160
-545
-2% -$29.9K 0.89% 33
2021
Q4 		$1.74M Sell
29,705
-1,060
-3% -$59.2K 0.93% 32
2021
Q3 		$1.62M Buy
+30,765
New +$1.67M 0.93% 32
2020
Q3 		$1.43M Sell
34,242
-712
-2% -$30.3K 1.19% 22
2020
Q2 		$1.45M Buy
34,954
+1,765
+5% +$72.9K 1.3% 19
2020
Q1 		$1.32M Buy
33,189
+2,996
+10% +$149K 1.52% 16
2019
Q4 		$1.63M Sell
30,193
-917
-3% -$48.6K 1.43% 15
2019
Q3 		$1.64M Buy
31,110
+2,216
+8% +$115K 1.54% 13
2019
Q2 		$1.48M Buy
+28,894
New +$1.47M 1.42% 16
2018
Q2 		$1.08M Buy
22,255
+1,400
+7% +$64.2K 1.11% 27
2018
Q1 		$934K Buy
+20,855
New +$933K 1.23% 26

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

Pacific Sun Financial's XMLV Position: Q2 2026 in Review

Pacific Sun Financial reduced its Invesco S&P MidCap Low Volatility ETF (XMLV) stake by 5.4% in Q2 2026, selling an estimated $72.9K and leaving 19,645 shares worth $1.3M. The position accounts for 0.54% of the portfolio, ranked #51.

Pacific Sun Financial first reported a position in XMLV in Q1 2018 and has held it in 27 quarters since. The position peaked at $1.74M in Q4 2021. 189 funds tracked by Wall St. Rank hold XMLV as of Q2 2026.

  • Pacific Sun Financial held 19,645 shares of Invesco S&P MidCap Low Volatility ETF worth $1.3M as of Q2 2026.
  • Pacific Sun Financial sold 1,120 Invesco S&P MidCap Low Volatility ETF shares in Q2 2026, an estimated $72.9K.
  • Invesco S&P MidCap Low Volatility ETF made up 0.54% of Pacific Sun Financial's portfolio in Q2 2026, its #51 holding.
  • Pacific Sun Financial first reported a position in Invesco S&P MidCap Low Volatility ETF in Q1 2018 and has held it in 27 quarters since.
  • Pacific Sun Financial's Invesco S&P MidCap Low Volatility ETF position peaked at $1.74M in Q4 2021.
  • 189 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q2 2026.

Based on Pacific Sun Financial's 13F filing for Q2 2026, filed 10 Aug 2026.