Sculati Wealth Management
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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
Q3 		$644K Sell
10,097
-104
-1% -$7K 0.21% 79
2026
Q2 		$701K Sell
10,201
-77
-0.7% -$5.02K 0.23% 78
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

Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
PFS Partners
PFS Partners Mine Hill, New Jersey $246M AUM 22.61% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
LMCG Investments
LMCG Investments Boston, Massachusetts $1.86B AUM 40.01% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
Investment Partners Asset Management
Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return
SIA
Schear Investment Advisers Cincinnati, Ohio $821M AUM 70.65% 1-Year Est. Return
Tempo Wealth
Tempo Wealth Independence, Ohio $821M AUM 25.02% 1-Year Est. Return
1900 Wealth Management
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

Sculati Wealth Management's XMLV Position: Q3 2026 in Review

Sculati Wealth Management reduced its Invesco S&P MidCap Low Volatility ETF (XMLV) stake by 1% in Q3 2026, selling an estimated $7K and leaving 10,097 shares worth $644K. The position accounts for 0.21% of the portfolio, ranked #79.

Sculati Wealth Management first reported a position in XMLV in Q2 2020 and has held it in 26 quarters since. The position peaked at $8.79M in Q1 2025. 41 funds tracked by Wall St. Rank hold XMLV as of Q3 2026.

  • Sculati Wealth Management held 10,097 shares of Invesco S&P MidCap Low Volatility ETF worth $644K as of Q3 2026.
  • Sculati Wealth Management sold 104 Invesco S&P MidCap Low Volatility ETF shares in Q3 2026, an estimated $7K.
  • Invesco S&P MidCap Low Volatility ETF made up 0.21% of Sculati Wealth Management's portfolio in Q3 2026, its #79 holding.
  • Sculati Wealth Management first reported a position in Invesco S&P MidCap Low Volatility ETF in Q2 2020 and has held it in 26 quarters since.
  • Sculati Wealth Management's Invesco S&P MidCap Low Volatility ETF position peaked at $8.79M in Q1 2025.
  • 41 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q3 2026.

Based on Sculati Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.