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Petix & Botte Financial’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Petix & Botte 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
Q1 		$487K Sell
3,864
-3,864
-50% -$250K 0.11% 87
2025
Q4 		$482K Buy
7,728
+2
+0% +$126 0.11% 86
2025
Q3 		$491K Hold
7,726
– – 0.11% 86
2025
Q2 		$476K Hold
7,726
– – 0.12% 88
2025
Q1 		$477K Buy
7,726
+2
+0% +$123 0.13% 84
2024
Q4 		$470K Hold
7,724
– – 0.12% 91
2024
Q3 		$471K Buy
7,724
+2
+0% +$117 0.13% 78
2024
Q2 		$427K Buy
7,722
+3,861
+100% +$214K 0.12% 82
2024
Q1 		$218K Sell
3,861
-3,859
-50% -$208K 0.05% 130
2023
Q4 		$411K Sell
7,720
-4,496
-37% -$227K 0.12% 82
2023
Q3 		$601K Buy
12,216
+3
+0% +$155 0.19% 61
2023
Q2 		$632K Buy
12,213
+5,453
+81% +$280K 0.2% 58
2023
Q1 		$354K Buy
+6,760
New +$366K 0.24% 55
2022
Q3 		$325K Buy
6,758
+1
+0% +$53 0.25% 56
2022
Q2 		$347K Sell
6,757
-6,755
-50% -$363K 0.26% 56
2022
Q1 		$754K Buy
13,512
+6,757
+100% +$371K 0.23% 56
2021
Q4 		$395K Buy
+6,755
New +$377K 0.25% 57
2021
Q3 		– Sell
-7,534
Closed -$403K – 117
2021
Q2 		$403K Sell
7,534
-859
-10% -$46.4K 0.28% 59
2021
Q1 		$439K Hold
8,393
– – 0.32% 55
2020
Q4 		$404K Hold
8,393
– – 0.3% 57
2020
Q3 		$349K Sell
8,393
-10,439
-55% -$444K 0.28% 58
2020
Q2 		$389K Buy
18,832
+9,417
+100% +$389K 0.32% 52
2020
Q1 		$375K Sell
9,415
-380
-4% -$18.9K 0.37% 48
2019
Q4 		$527K Buy
+9,795
New +$519K 0.41% 48

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 $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
UBS Group Zurich, Switzerland $666B 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 $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Petix & Botte Financial's XMLV Position: Q1 2026 in Review

Petix & Botte Financial reduced its Invesco S&P MidCap Low Volatility ETF (XMLV) stake by 50% in Q1 2026, selling an estimated $250K and leaving 3,864 shares worth $487K. The position accounts for 0.11% of the portfolio, ranked #87.

Petix & Botte Financial first reported a position in XMLV in Q4 2019 and has held it in 24 quarters since. The position peaked at $754K in Q1 2022. 187 funds tracked by Wall St. Rank hold XMLV as of Q1 2026.

  • Petix & Botte Financial held 3,864 shares of Invesco S&P MidCap Low Volatility ETF worth $487K as of Q1 2026.
  • Petix & Botte Financial sold 3,864 Invesco S&P MidCap Low Volatility ETF shares in Q1 2026, an estimated $250K.
  • Invesco S&P MidCap Low Volatility ETF made up 0.11% of Petix & Botte Financial's portfolio in Q1 2026, its #87 holding.
  • Petix & Botte Financial first reported a position in Invesco S&P MidCap Low Volatility ETF in Q4 2019 and has held it in 24 quarters since.
  • Petix & Botte Financial's Invesco S&P MidCap Low Volatility ETF position peaked at $754K in Q1 2022.
  • 187 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q1 2026.

Based on Petix & Botte Financial's 13F filing for Q1 2026, filed 30 Apr 2026.