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Redwood Financial Network’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Redwood Financial Network’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
Q3 		– Sell
-3,273
Closed -$202K – 183
2025
Q2 		$202K Sell
3,273
-183
-5% -$11.1K 0.14% 169
2025
Q1 		$213K Sell
3,456
-85
-2% -$5.22K 0.16% 151
2024
Q4 		$215K Sell
3,541
-336
-9% -$21K 0.16% 144
2024
Q3 		$237K Sell
3,877
-209
-5% -$12.2K 0.19% 133
2024
Q2 		$226K Sell
4,086
-291
-7% -$16.1K 0.19% 130
2024
Q1 		$247K Buy
4,377
+119
+3% +$6.41K 0.22% 122
2023
Q4 		$226K Buy
4,258
+3
+0.1% +$151 0.22% 122
2023
Q3 		$209K Sell
4,255
-42
-1% -$2.17K 0.22% 125
2023
Q2 		$222K Sell
4,297
-296
-6% -$15.2K 0.21% 134
2023
Q1 		$241K Sell
4,593
-48
-1% -$2.6K 0.24% 127
2022
Q4 		$248K Buy
4,641
+2
+0% +$105 0.28% 111
2022
Q3 		$223K Sell
4,639
-124
-3% -$6.55K 0.25% 114
2022
Q2 		$245K Sell
4,763
-4
-0.1% -$215 0.27% 115
2022
Q1 		$266K Buy
+4,767
New +$262K 0.25% 120

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DC
Dorval Corp Maple Grove, Minnesota $322M AUM 7.74% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Redwood Financial Network's XMLV Position: Q3 2025 in Review

Redwood Financial Network sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q3 2025, closing a stake of 3,273 shares — an estimated $202K sold.

Redwood Financial Network first reported a position in XMLV in Q1 2022 and held it in 14 quarters. The position peaked at $266K in Q1 2022. 194 funds tracked by Wall St. Rank hold XMLV as of Q3 2025.

  • Redwood Financial Network reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q3 2025 after selling out during the quarter.
  • Redwood Financial Network sold 3,273 Invesco S&P MidCap Low Volatility ETF shares in Q3 2025, an estimated $202K.
  • Redwood Financial Network first reported a position in Invesco S&P MidCap Low Volatility ETF in Q1 2022 and held it in 14 quarters.
  • Redwood Financial Network's Invesco S&P MidCap Low Volatility ETF position peaked at $266K in Q1 2022.
  • 194 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q3 2025.

Based on Redwood Financial Network's 13F filing for Q3 2025, filed 12 Nov 2025.