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

SHP 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 		$17.6K Hold
280
– – ﹤0.01% 759
2025
Q4 		$17.5K Buy
+280
New +$17.6K ﹤0.01% 714

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 $44.6B AUM 28.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $347M AUM 9.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

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

SHP Wealth Management held its Invesco S&P MidCap Low Volatility ETF (XMLV) position steady in Q1 2026 at 280 shares worth $17.6K. The position accounts for ﹤0.01% of the portfolio, ranked #759.

SHP Wealth Management first reported a position in XMLV in Q4 2025 and has held it in 2 quarters since. 187 funds tracked by Wall St. Rank hold XMLV as of Q1 2026.

  • SHP Wealth Management held 280 shares of Invesco S&P MidCap Low Volatility ETF worth $17.6K as of Q1 2026.
  • SHP Wealth Management left its Invesco S&P MidCap Low Volatility ETF share count unchanged in Q1 2026.
  • Invesco S&P MidCap Low Volatility ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #759 holding.
  • SHP Wealth Management first reported a position in Invesco S&P MidCap Low Volatility ETF in Q4 2025 and has held it in 2 quarters since.
  • 187 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.