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

Runnymede Capital 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
Q2 		– Sell
-735
Closed -$45.4K – 281
2025
Q1 		$45.4K Hold
735
– – 0.04% 135
2024
Q4 		$44.7K Buy
+735
New +$45.9K 0.04% 134

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Runnymede Capital Advisors's XMLV Position: Q2 2025 in Review

Runnymede Capital Advisors sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q2 2025, closing a stake of 735 shares — an estimated $45.4K sold.

Runnymede Capital Advisors first reported a position in XMLV in Q4 2024 and held it in 2 quarters. The position peaked at $45.4K in Q1 2025. 202 funds tracked by Wall St. Rank hold XMLV as of Q2 2025.

  • Runnymede Capital Advisors reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q2 2025 after selling out during the quarter.
  • Runnymede Capital Advisors sold 735 Invesco S&P MidCap Low Volatility ETF shares in Q2 2025, an estimated $45.4K.
  • Runnymede Capital Advisors first reported a position in Invesco S&P MidCap Low Volatility ETF in Q4 2024 and held it in 2 quarters.
  • Runnymede Capital Advisors's Invesco S&P MidCap Low Volatility ETF position peaked at $45.4K in Q1 2025.
  • 202 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q2 2025.

Based on Runnymede Capital Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.