Petra Financial Advisors’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Petra Financial 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	$415K	Buy	6,252 +15	+0.2%	+$977	0.19%	115
2026 Q1	$393K	Buy	6,237 +18	+0.3%	+$1.16K	0.24%	89
2025 Q4	$388K	Buy	6,219 +13	+0.2%	+$816	0.23%	105
2025 Q3	$394K	Buy	6,206 +14	+0.2%	+$878	0.23%	106
2025 Q2	$382K	Buy	6,192 +13	+0.2%	+$789	0.24%	100
2025 Q1	$381K	Sell	6,179 -114	-2%	-$7K	0.31%	73
2024 Q4	$383K	Sell	6,293 -10	-0.2%	-$625	0.26%	97
2024 Q3	$385K	Hold	6,303	–	–	0.25%	96
2024 Q2	$348K	Hold	6,303	–	–	0.25%	91
2024 Q1	$355K	Sell	6,303 -383	-6%	-$20.6K	0.26%	91
2023 Q4	$356K	Sell	6,686 -2	-0%	-$101	0.3%	84
2023 Q3	$329K	Hold	6,688	–	–	0.27%	90
2023 Q2	$346K	Buy	+6,688	New	+$344K	0.31%	82
2023 Q1	–	Sell	-6,876	Closed	-$368K	–	107
2022 Q4	$368K	Buy	+6,876	New	+$362K	0.4%	62

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

Petra Financial Advisors's XMLV Position: Q2 2026 in Review

Petra Financial Advisors increased its Invesco S&P MidCap Low Volatility ETF (XMLV) stake by 0.24% in Q2 2026, buying an estimated $977 and bringing the position to 6,252 shares worth $415K. The position accounts for 0.19% of the portfolio, ranked #115.

Petra Financial Advisors first reported a position in XMLV in Q4 2022 and has held it in 14 quarters since. 189 funds tracked by Wall St. Rank hold XMLV as of Q2 2026.

Petra Financial Advisors held 6,252 shares of Invesco S&P MidCap Low Volatility ETF worth $415K as of Q2 2026.
Petra Financial Advisors bought 15 Invesco S&P MidCap Low Volatility ETF shares in Q2 2026, an estimated $977.
Invesco S&P MidCap Low Volatility ETF made up 0.19% of Petra Financial Advisors's portfolio in Q2 2026, its #115 holding.
Petra Financial Advisors first reported a position in Invesco S&P MidCap Low Volatility ETF in Q4 2022 and has held it in 14 quarters since.
189 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q2 2026.

Based on Petra Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.