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

Sheets Smith 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 Q2	$504K	Sell	7,599 -1,388	-15%	-$90.4K	0.05%	301
2026 Q1	$566K	Sell	8,987 -1,445	-14%	-$93.4K	0.06%	270
2025 Q4	$651K	Sell	10,432 -406	-4%	-$25.5K	0.07%	243
2025 Q3	$689K	Sell	10,838 -1,493	-12%	-$93.6K	0.08%	239
2025 Q2	$760K	Sell	12,331 -1,000	-8%	-$60.7K	0.09%	212
2025 Q1	$823K	Hold	13,331	–	–	0.1%	182
2024 Q4	$811K	Buy	13,331 +810	+6%	+$50.6K	0.1%	181
2024 Q3	$764K	Sell	12,521 -25	-0.2%	-$1.46K	0.09%	184
2024 Q2	$693K	Hold	12,546	–	–	0.08%	193
2024 Q1	$708K	Sell	12,546 -200	-2%	-$10.8K	0.08%	197
2023 Q4	$678K	Sell	12,746 -200	-2%	-$10.1K	0.1%	174
2023 Q3	$637K	Hold	12,946	–	–	0.1%	174
2023 Q2	$670K	Buy	12,946 +76	+0.6%	+$3.9K	0.1%	178
2023 Q1	$674K	Hold	12,870	–	–	0.1%	171
2022 Q4	$688K	Hold	12,870	–	–	0.11%	165
2022 Q3	$618K	Hold	12,870	–	–	0.1%	167
2022 Q2	$661K	Sell	12,870 -200	-2%	-$10.7K	0.11%	158
2022 Q1	$729K	Sell	13,070 -5	-0%	-$274	0.1%	167
2021 Q4	$764K	Sell	13,075 -950	-7%	-$53.1K	0.09%	178
2021 Q3	$737K	Sell	14,025 -287	-2%	-$15.6K	0.1%	177
2021 Q2	$765K	Hold	14,312	–	–	0.1%	172
2021 Q1	$749K	Sell	14,312 -50	-0.3%	-$2.52K	0.11%	163
2020 Q4	$691K	Sell	14,362 -700	-5%	-$31.5K	0.1%	169
2020 Q3	$627K	Buy	+15,062	New	+$641K	0.11%	160
2020 Q2	–	Sell	-15,062	Closed	-$600K	–	292
2020 Q1	$600K	Hold	15,062	–	–	0.13%	145
2019 Q4	$810K	Hold	15,062	–	–	0.15%	143
2019 Q3	$792K	Buy	+15,062	New	+$781K	0.16%	140
2019 Q2	–	Sell	-14,762	Closed	-$733K	–	334
2019 Q1	$733K	Buy	14,762 +669	+5%	+$32.1K	0.16%	152
2018 Q4	$626K	Buy	14,093 +5,005	+55%	+$234K	0.17%	138
2018 Q3	$441K	Buy	9,088 +2,724	+43%	+$132K	0.09%	238
2018 Q2	$299K	Buy	+6,364	New	+$292K	0.07%	263

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

Sheets Smith Wealth Management's XMLV Position: Q2 2026 in Review

Sheets Smith Wealth Management reduced its Invesco S&P MidCap Low Volatility ETF (XMLV) stake by 15% in Q2 2026, selling an estimated $90.4K and leaving 7,599 shares worth $504K. The position accounts for 0.05% of the portfolio, ranked #301.

Sheets Smith Wealth Management first reported a position in XMLV in Q2 2018 and has held it in 31 quarters since. The position peaked at $823K in Q1 2025. 189 funds tracked by Wall St. Rank hold XMLV as of Q2 2026.

Sheets Smith Wealth Management held 7,599 shares of Invesco S&P MidCap Low Volatility ETF worth $504K as of Q2 2026.
Sheets Smith Wealth Management sold 1,388 Invesco S&P MidCap Low Volatility ETF shares in Q2 2026, an estimated $90.4K.
Invesco S&P MidCap Low Volatility ETF made up 0.05% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #301 holding.
Sheets Smith Wealth Management first reported a position in Invesco S&P MidCap Low Volatility ETF in Q2 2018 and has held it in 31 quarters since.
Sheets Smith Wealth Management's Invesco S&P MidCap Low Volatility ETF position peaked at $823K in Q1 2025.
189 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q2 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.