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SageView Advisory Group’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

SageView Advisory Group’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
Q1 		– Sell
-135
Closed -$8.42K – 2465
2025
Q4 		$8.42K Buy
+135
New +$8.48K ﹤0.01% 1776

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
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SageView Advisory Group's XMLV Position: Q1 2026 in Review

SageView Advisory Group sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q1 2026, closing a stake of 135 shares — an estimated $8.42K sold.

SageView Advisory Group first reported a position in XMLV in Q4 2025 and held it in 1 quarter. The position peaked at $8.42K in Q4 2025. 188 funds tracked by Wall St. Rank hold XMLV as of Q1 2026.

  • SageView Advisory Group reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 135 Invesco S&P MidCap Low Volatility ETF shares in Q1 2026, an estimated $8.42K.
  • SageView Advisory Group first reported a position in Invesco S&P MidCap Low Volatility ETF in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Invesco S&P MidCap Low Volatility ETF position peaked at $8.42K in Q4 2025.
  • 188 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.