SM
XMLV icon

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
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
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 $376B AUM 19.32% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $8.75B AUM 16.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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 $431B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return