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Prosperity Consulting Group’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Prosperity Consulting Group’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 		$644K Hold
10,228
– – 0.03% 317
2025
Q4 		$638K Buy
10,228
+5,145
+101% +$323K 0.03% 321
2025
Q3 		$323K Buy
+5,083
New +$319K 0.02% 404

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

Prosperity Consulting Group's XMLV Position: Q1 2026 in Review

Prosperity Consulting Group held its Invesco S&P MidCap Low Volatility ETF (XMLV) position steady in Q1 2026 at 10,228 shares worth $644K. The position accounts for 0.03% of the portfolio, ranked #317.

Prosperity Consulting Group first reported a position in XMLV in Q3 2025 and has held it in 3 quarters since. 187 funds tracked by Wall St. Rank hold XMLV as of Q1 2026.

  • Prosperity Consulting Group held 10,228 shares of Invesco S&P MidCap Low Volatility ETF worth $644K as of Q1 2026.
  • Prosperity Consulting Group left its Invesco S&P MidCap Low Volatility ETF share count unchanged in Q1 2026.
  • Invesco S&P MidCap Low Volatility ETF made up 0.03% of Prosperity Consulting Group's portfolio in Q1 2026, its #317 holding.
  • Prosperity Consulting Group first reported a position in Invesco S&P MidCap Low Volatility ETF in Q3 2025 and has held it in 3 quarters since.
  • 187 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q1 2026.

Based on Prosperity Consulting Group's 13F filing for Q1 2026, filed 5 May 2026.