Sensible Money’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Sensible Money’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	$284K	Hold	4,275	–	–	0.08%	79
2026 Q1	$269K	Hold	4,275	–	–	0.08%	69
2025 Q4	$267K	Hold	4,275	–	–	0.09%	67
2025 Q3	$272K	Hold	4,275	–	–	0.09%	67
2025 Q2	$264K	Hold	4,275	–	–	0.1%	68
2025 Q1	$264K	Hold	4,275	–	–	0.11%	67
2024 Q4	$260K	Hold	4,275	–	–	0.11%	67
2024 Q3	$261K	Hold	4,275	–	–	0.11%	68
2024 Q2	$236K	Hold	4,275	–	–	0.12%	67
2024 Q1	$241K	Hold	4,275	–	–	0.13%	68
2023 Q4	$227K	Hold	4,275	–	–	0.14%	66
2023 Q3	$210K	Hold	4,275	–	–	0.15%	65
2023 Q2	$221K	Hold	4,275	–	–	0.16%	67
2023 Q1	$224K	Hold	4,275	–	–	0.19%	64
2022 Q4	$229K	Buy	+4,275	New	+$225K	0.24%	64

Other funds holding XMLV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Sensible Money's XMLV Position: Q2 2026 in Review

Sensible Money held its Invesco S&P MidCap Low Volatility ETF (XMLV) position steady in Q2 2026 at 4,275 shares worth $284K. The position accounts for 0.08% of the portfolio, ranked #79.

Sensible Money first reported a position in XMLV in Q4 2022 and has held it in 15 quarters since. 189 funds tracked by Wall St. Rank hold XMLV as of Q2 2026.

Sensible Money held 4,275 shares of Invesco S&P MidCap Low Volatility ETF worth $284K as of Q2 2026.
Sensible Money left its Invesco S&P MidCap Low Volatility ETF share count unchanged in Q2 2026.
Invesco S&P MidCap Low Volatility ETF made up 0.08% of Sensible Money's portfolio in Q2 2026, its #79 holding.
Sensible Money first reported a position in Invesco S&P MidCap Low Volatility ETF in Q4 2022 and has held it in 15 quarters since.
189 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q2 2026.

Based on Sensible Money's 13F filing for Q2 2026, filed 30 Jul 2026.