Prime Capital Investment Advisors’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Prime Capital 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 Q2	$2.67M	Sell	40,280 -60	-0.1%	-$3.91K	0.03%	339
2026 Q1	$2.54M	Buy	40,340 +1,617	+4%	+$105K	0.03%	322
2025 Q4	$2.42M	Buy	38,723 +414	+1%	+$26K	0.03%	319
2025 Q3	$2.43M	Buy	38,309 +725	+2%	+$45.5K	0.03%	310
2025 Q2	$2.32M	Sell	37,584 -354	-0.9%	-$21.5K	0.03%	302
2025 Q1	$2.34M	Buy	37,938 +4,669	+14%	+$287K	0.03%	336
2024 Q4	$2.02M	Buy	33,269 +798	+2%	+$49.9K	0.03%	299
2024 Q3	$1.98M	Sell	32,471 -1,169	-3%	-$68.3K	0.03%	316
2024 Q2	$1.86M	Sell	33,640 -1,578	-4%	-$87.5K	0.03%	322
2024 Q1	$1.99M	Sell	35,218 -439	-1%	-$23.7K	0.03%	343
2023 Q4	$1.9M	Sell	35,657 -14,619	-29%	-$737K	0.03%	335
2023 Q3	$2.47M	Sell	50,276 -19,250	-28%	-$994K	0.05%	228
2023 Q2	$3.6M	Buy	+69,526	New	+$3.57M	0.07%	199
2021 Q3	–	Sell	-5,858	Closed	-$313K	–	399
2021 Q2	$313K	Buy	+5,858	New	+$317K	0.02%	301
2020 Q1	–	Sell	-480	Closed	-$26K	–	652
2019 Q4	$26K	Hold	480	–	–	﹤0.01%	378
2019 Q3	$25K	Buy	+480	New	+$24.9K	﹤0.01%	392

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

Prime Capital Investment Advisors's XMLV Position: Q2 2026 in Review

Prime Capital Investment Advisors reduced its Invesco S&P MidCap Low Volatility ETF (XMLV) stake by 0.15% in Q2 2026, selling an estimated $3.91K and leaving 40,280 shares worth $2.67M. The position accounts for 0.03% of the portfolio, ranked #339.

Prime Capital Investment Advisors first reported a position in XMLV in Q3 2019 and has held it in 16 quarters since. The position peaked at $3.6M in Q2 2023. 189 funds tracked by Wall St. Rank hold XMLV as of Q2 2026.

Prime Capital Investment Advisors held 40,280 shares of Invesco S&P MidCap Low Volatility ETF worth $2.67M as of Q2 2026.
Prime Capital Investment Advisors sold 60 Invesco S&P MidCap Low Volatility ETF shares in Q2 2026, an estimated $3.91K.
Invesco S&P MidCap Low Volatility ETF made up 0.03% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #339 holding.
Prime Capital Investment Advisors first reported a position in Invesco S&P MidCap Low Volatility ETF in Q3 2019 and has held it in 16 quarters since.
Prime Capital Investment Advisors's Invesco S&P MidCap Low Volatility ETF position peaked at $3.6M in Q2 2023.
189 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.