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Sculati Wealth Management’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Sculati Wealth Management’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 		$647K Sell
10,278
-1,214
-11% -$78.5K 0.24% 80
2025
Q4 		$717K Sell
11,492
-7,494
-39% -$471K 0.25% 77
2025
Q3 		$1.21M Sell
18,986
-27,082
-59% -$1.7M 0.43% 60
2025
Q2 		$2.84M Sell
46,068
-96,290
-68% -$5.85M 1.07% 29
2025
Q1 		$8.79M Buy
142,358
+10,818
+8% +$664K 3.55% 6
2024
Q4 		$8M Buy
131,540
+6,080
+5% +$380K 3.16% 8
2024
Q3 		$7.66M Buy
125,460
+38,305
+44% +$2.24M 3.05% 8
2024
Q2 		$4.81M Buy
87,155
+60,098
+222% +$3.33M 2.06% 9
2024
Q1 		$1.53M Buy
27,057
+3,983
+17% +$215K 0.66% 50
2023
Q4 		$1.23M Buy
23,074
+1,022
+5% +$51.5K 0.57% 55
2023
Q3 		$1.08M Buy
22,052
+1,189
+6% +$61.4K 0.55% 61
2023
Q2 		$1.08M Buy
20,863
+645
+3% +$33.1K 0.54% 59
2023
Q1 		$1.06M Buy
20,218
+410
+2% +$22.2K 0.56% 57
2022
Q4 		$1.06M Buy
19,808
+1,254
+7% +$65.9K 0.6% 60
2022
Q3 		$891K Buy
18,554
+765
+4% +$40.4K 0.53% 59
2022
Q2 		$914K Buy
17,789
+894
+5% +$48K 0.52% 60
2022
Q1 		$943K Buy
16,895
+1,583
+10% +$86.9K 0.46% 68
2021
Q4 		$895K Buy
15,312
+1,254
+9% +$70.1K 0.43% 71
2021
Q3 		$738K Buy
14,058
+648
+5% +$35.1K 0.39% 75
2021
Q2 		$717K Buy
13,410
+1,120
+9% +$60.5K 0.38% 75
2021
Q1 		$644K Buy
12,290
+1,417
+13% +$71.3K 0.37% 79
2020
Q4 		$523K Buy
10,873
+907
+9% +$40.9K 0.34% 69
2020
Q3 		$415K Buy
9,966
+3,146
+46% +$134K 0.31% 76
2020
Q2 		$282K Buy
+6,820
New +$282K 0.24% 79

Other funds holding XMLV

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
DC
Dorval Corp Maple Grove, Minnesota $322M AUM 7.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Sculati Wealth Management's XMLV Position: Q1 2026 in Review

Sculati Wealth Management reduced its Invesco S&P MidCap Low Volatility ETF (XMLV) stake by 11% in Q1 2026, selling an estimated $78.5K and leaving 10,278 shares worth $647K. The position accounts for 0.24% of the portfolio, ranked #80.

Sculati Wealth Management first reported a position in XMLV in Q2 2020 and has held it in 24 quarters since. The position peaked at $8.79M in Q1 2025. 187 funds tracked by Wall St. Rank hold XMLV as of Q1 2026.

  • Sculati Wealth Management held 10,278 shares of Invesco S&P MidCap Low Volatility ETF worth $647K as of Q1 2026.
  • Sculati Wealth Management sold 1,214 Invesco S&P MidCap Low Volatility ETF shares in Q1 2026, an estimated $78.5K.
  • Invesco S&P MidCap Low Volatility ETF made up 0.24% of Sculati Wealth Management's portfolio in Q1 2026, its #80 holding.
  • Sculati Wealth Management first reported a position in Invesco S&P MidCap Low Volatility ETF in Q2 2020 and has held it in 24 quarters since.
  • Sculati Wealth Management's Invesco S&P MidCap Low Volatility ETF position peaked at $8.79M in Q1 2025.
  • 187 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q1 2026.

Based on Sculati Wealth Management's 13F filing for Q1 2026, filed 9 Apr 2026.