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RWA Wealth Partners’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

RWA Wealth Partners’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
-70,277
Closed -$4.43M – 668
2026
Q1 		$4.43M Buy
+70,277
New +$4.54M 0.05% 177
2025
Q2 		– Sell
-82,565
Closed -$5.1M – 618
2025
Q1 		$5.1M Buy
+82,565
New +$5.07M 0.06% 146
2024
Q4 		– Sell
-95,744
Closed -$5.84M – 600
2024
Q3 		$5.84M Sell
95,744
-4,759
-5% -$278K 0.07% 139
2024
Q2 		$5.55M Buy
100,503
+333
+0.3% +$18.5K 0.07% 135
2024
Q1 		$5.65M Buy
+100,170
New +$5.4M 0.08% 138

Other funds holding XMLV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
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
DC
Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RWA Wealth Partners's XMLV Position: Q2 2026 in Review

RWA Wealth Partners sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q2 2026, closing a stake of 70,277 shares — an estimated $4.43M sold.

RWA Wealth Partners first reported a position in XMLV in Q1 2024 and held it in 5 quarters. The position peaked at $5.84M in Q3 2024. 189 funds tracked by Wall St. Rank hold XMLV as of Q2 2026.

  • RWA Wealth Partners reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q2 2026 after selling out during the quarter.
  • RWA Wealth Partners sold 70,277 Invesco S&P MidCap Low Volatility ETF shares in Q2 2026, an estimated $4.43M.
  • RWA Wealth Partners first reported a position in Invesco S&P MidCap Low Volatility ETF in Q1 2024 and held it in 5 quarters.
  • RWA Wealth Partners's Invesco S&P MidCap Low Volatility ETF position peaked at $5.84M in Q3 2024.
  • 189 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.