Signature Estate & Investment Advisors’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Signature Estate & Investment Advisors’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	–	Sell	-29,605	Closed	-$1.86M	–	706
2026 Q1	$1.86M	Buy	29,605 +1,501	+5%	+$97.1K	0.04%	176
2025 Q4	$1.75M	Sell	28,104 -24,414	-46%	-$1.53M	0.04%	179
2025 Q3	$3.34M	Buy	52,518 +15,733	+43%	+$987K	0.07%	121
2025 Q2	$2.27M	Buy	+36,785	New	+$2.23M	0.05%	141

Other funds holding XMLV

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

PMG

ProVise Management Group Clearwater, Florida $1.49B AUM 21.79% 1-Year Est. Return

LMCG Investments Boston, Massachusetts $1.87B AUM 50.61% 1-Year Est. Return

Signature Estate & Investment Advisors's XMLV Position: Q2 2026 in Review

Signature Estate & Investment Advisors sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q2 2026, closing a stake of 29,605 shares — an estimated $1.86M sold.

Signature Estate & Investment Advisors first reported a position in XMLV in Q2 2025 and held it in 4 quarters. The position peaked at $3.34M in Q3 2025. 92 funds tracked by Wall St. Rank hold XMLV as of Q2 2026.

Signature Estate & Investment Advisors reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q2 2026 after selling out during the quarter.
Signature Estate & Investment Advisors sold 29,605 Invesco S&P MidCap Low Volatility ETF shares in Q2 2026, an estimated $1.86M.
Signature Estate & Investment Advisors first reported a position in Invesco S&P MidCap Low Volatility ETF in Q2 2025 and held it in 4 quarters.
Signature Estate & Investment Advisors's Invesco S&P MidCap Low Volatility ETF position peaked at $3.34M in Q3 2025.
92 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.