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

Principal Securities’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
2025
Q4 		– Sell
-299
Closed -$19K – 3535
2025
Q3 		$19K Buy
299
+1
+0.3% +$63 ﹤0.01% 2422
2025
Q2 		$18.4K Sell
298
-1,535
-84% -$93.2K ﹤0.01% 2360
2025
Q1 		$112K Hold
1,833
– – ﹤0.01% 1390
2024
Q4 		$112K Buy
1,833
+1
+0.1% +$62 ﹤0.01% 1390
2024
Q3 		$112K Sell
1,832
-15
-0.8% -$876 ﹤0.01% 1349
2024
Q2 		$102K Sell
1,847
-2
-0.1% -$111 ﹤0.01% 1320
2024
Q1 		$104K Sell
1,849
-34
-2% -$1.83K ﹤0.01% 1260
2023
Q4 		$100K Buy
+1,883
New +$94.9K ﹤0.01% 1191

Other funds holding XMLV

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

Principal Securities's XMLV Position: Q4 2025 in Review

Principal Securities sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q4 2025, closing a stake of 299 shares — an estimated $19K sold.

Principal Securities first reported a position in XMLV in Q4 2023 and held it in 8 quarters. The position peaked at $112K in Q3 2024. 192 funds tracked by Wall St. Rank hold XMLV as of Q4 2025.

  • Principal Securities reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 299 Invesco S&P MidCap Low Volatility ETF shares in Q4 2025, an estimated $19K.
  • Principal Securities first reported a position in Invesco S&P MidCap Low Volatility ETF in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Invesco S&P MidCap Low Volatility ETF position peaked at $112K in Q3 2024.
  • 192 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.