&Partners’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

&Partners’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	$340K	Buy	5,394 +5	+0.1%	+$323	﹤0.01%	1911
2025 Q4	$336K	Sell	5,389 -191	-3%	-$12K	﹤0.01%	1846
2025 Q3	$355K	Buy	5,580 +27	+0.5%	+$1.69K	﹤0.01%	1657
2025 Q2	$342K	Buy	5,553 +225	+4%	+$13.7K	﹤0.01%	1558
2025 Q1	$326K	Buy	5,328 +31	+0.6%	+$1.9K	﹤0.01%	1366
2024 Q4	$323K	Buy	5,297 +150	+3%	+$9.37K	﹤0.01%	1296
2024 Q3	$314K	Buy	5,147 +1,369	+36%	+$79.9K	0.01%	1077
2024 Q2	$209K	Buy	+3,778	New	+$209K	0.01%	834

Other funds holding XMLV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BCM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Dorval Corp Maple Grove, Minnesota $322M AUM 7.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

&Partners's XMLV Position: Q1 2026 in Review

&Partners increased its Invesco S&P MidCap Low Volatility ETF (XMLV) stake by 0.09% in Q1 2026, buying an estimated $323 and bringing the position to 5,394 shares worth $340K. The position accounts for ﹤0.01% of the portfolio, ranked #1911.

&Partners first reported a position in XMLV in Q2 2024 and has held it in 8 quarters since. The position peaked at $355K in Q3 2025. 187 funds tracked by Wall St. Rank hold XMLV as of Q1 2026.

&Partners held 5,394 shares of Invesco S&P MidCap Low Volatility ETF worth $340K as of Q1 2026.
&Partners bought 5 Invesco S&P MidCap Low Volatility ETF shares in Q1 2026, an estimated $323.
Invesco S&P MidCap Low Volatility ETF made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #1911 holding.
&Partners first reported a position in Invesco S&P MidCap Low Volatility ETF in Q2 2024 and has held it in 8 quarters since.
&Partners's Invesco S&P MidCap Low Volatility ETF position peaked at $355K in Q3 2025.
187 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.