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Schear Investment Advisers’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Schear Investment Advisers’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
Q3 		$1.2M Buy
+18,998
New +$1.28M 0.15% 99

Other funds holding XMLV

CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
IPAM
Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return
TW
Tempo Wealth Independence, Ohio $821M AUM 25.02% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $464M AUM 21.88% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

Schear Investment Advisers's XMLV Position: Q3 2026 in Review

Schear Investment Advisers opened a new position in Invesco S&P MidCap Low Volatility ETF (XMLV) in Q3 2026: 18,998 shares worth $1.2M. The stake represents 0.15% of the portfolio and ranks #99 among its holdings.

17 funds tracked by Wall St. Rank hold XMLV as of Q3 2026.

  • Schear Investment Advisers held 18,998 shares of Invesco S&P MidCap Low Volatility ETF worth $1.2M as of Q3 2026.
  • Invesco S&P MidCap Low Volatility ETF was a new Schear Investment Advisers position in Q3 2026.
  • Invesco S&P MidCap Low Volatility ETF made up 0.15% of Schear Investment Advisers's portfolio in Q3 2026, its #99 holding.
  • 17 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q3 2026.

Based on Schear Investment Advisers's 13F filing for Q3 2026, filed 14 Oct 2026.