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

PSI 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
2025 Q1	–	Sell	-975	Closed	-$59.3K	–	953
2024 Q4	$59.3K	Buy	975 +47	+5%	+$2.94K	0.02%	250
2024 Q3	$56.6K	Buy	928 +5	+0.5%	+$292	0.02%	256
2024 Q2	$51K	Buy	923 +545	+144%	+$30.2K	0.02%	255
2024 Q1	$21.3K	Buy	378 +227	+150%	+$12.2K	0.01%	390
2023 Q4	$8.01K	Buy	+151	New	+$7.61K	﹤0.01%	547
2022 Q3	–	Sell	-65	Closed	-$3K	–	849
2022 Q2	$3K	Hold	65	–	–	﹤0.01%	643
2022 Q1	$4K	Hold	65	–	–	﹤0.01%	580
2021 Q4	$4K	Hold	65	–	–	﹤0.01%	616
2021 Q3	$3K	Buy	+65	New	+$3.53K	﹤0.01%	639
2020 Q1	–	Sell	-10,273	Closed	-$552K	–	623
2019 Q4	$552K	Buy	+10,273	New	+$544K	0.35%	58

Other funds holding XMLV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PSI Advisors's XMLV Position: Q1 2025 in Review

PSI Advisors sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q1 2025, closing a stake of 975 shares — an estimated $59.3K sold.

PSI Advisors first reported a position in XMLV in Q4 2019 and held it in 10 quarters. The position peaked at $552K in Q4 2019. 194 funds tracked by Wall St. Rank hold XMLV as of Q1 2025.

PSI Advisors reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q1 2025 after selling out during the quarter.
PSI Advisors sold 975 Invesco S&P MidCap Low Volatility ETF shares in Q1 2025, an estimated $59.3K.
PSI Advisors first reported a position in Invesco S&P MidCap Low Volatility ETF in Q4 2019 and held it in 10 quarters.
PSI Advisors's Invesco S&P MidCap Low Volatility ETF position peaked at $552K in Q4 2019.
194 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q1 2025.

Based on PSI Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.