Richmond Investment Services’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Richmond Investment Services’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	–	Sell	-5,886	Closed	-$371K	–	259
2026 Q1	$371K	Buy	5,886 +12	+0.2%	+$776	0.06%	184
2025 Q4	$366K	Buy	5,874 +15	+0.3%	+$942	0.06%	163
2025 Q3	$372K	Sell	5,859 -684	-10%	-$42.9K	0.07%	161
2025 Q2	$404K	Buy	6,543 +2,372	+57%	+$144K	0.09%	145
2025 Q1	$257K	Sell	4,171 -875	-17%	-$53.7K	0.14%	92
2024 Q4	$307K	Buy	+5,046	New	+$315K	0.17%	79

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

Richmond Investment Services's XMLV Position: Q2 2026 in Review

Richmond Investment Services sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q2 2026, closing a stake of 5,886 shares — an estimated $371K sold.

Richmond Investment Services first reported a position in XMLV in Q4 2024 and held it in 6 quarters. The position peaked at $404K in Q2 2025. 189 funds tracked by Wall St. Rank hold XMLV as of Q2 2026.

Richmond Investment Services reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q2 2026 after selling out during the quarter.
Richmond Investment Services sold 5,886 Invesco S&P MidCap Low Volatility ETF shares in Q2 2026, an estimated $371K.
Richmond Investment Services first reported a position in Invesco S&P MidCap Low Volatility ETF in Q4 2024 and held it in 6 quarters.
Richmond Investment Services's Invesco S&P MidCap Low Volatility ETF position peaked at $404K in Q2 2025.
189 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q2 2026.

Based on Richmond Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.