Snowden Capital Advisors’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Snowden Capital 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	$790K	Sell	11,911 -73	-0.6%	-$4.75K	0.02%	666
2026 Q1	$755K	Sell	11,984 -601	-5%	-$38.9K	0.02%	620
2025 Q4	$785K	Buy	12,585 +68	+0.5%	+$4.27K	0.02%	619
2025 Q3	$796K	Sell	12,517 -5,889	-32%	-$369K	0.02%	592
2025 Q2	$1.14M	Buy	18,406 +32	+0.2%	+$1.94K	0.03%	473
2025 Q1	$1.13M	Buy	18,374 +1,082	+6%	+$66.4K	0.04%	466
2024 Q4	$1.05M	Buy	17,292 +45	+0.3%	+$2.81K	0.03%	495
2024 Q3	$1.05M	Buy	17,247 +501	+3%	+$29.3K	0.03%	509
2024 Q2	$925K	Buy	16,746 +286	+2%	+$15.9K	0.03%	526
2024 Q1	$928K	Buy	+16,460	New	+$887K	0.03%	520
2022 Q2	–	Sell	-4,320	Closed	-$241K	–	1186
2022 Q1	$241K	Buy	4,320 +2,455	+132%	+$135K	0.01%	907
2021 Q4	$109K	Buy	+1,865	New	+$104K	0.01%	815
2021 Q3	–	Sell	-3,971	Closed	-$212K	–	908
2021 Q2	$212K	Hold	3,971	–	–	0.01%	828
2021 Q1	$208K	Sell	3,971 -320	-7%	-$16.1K	0.01%	752
2020 Q4	$206K	Sell	4,291 -1,212	-22%	-$54.6K	0.01%	637
2020 Q3	$229K	Sell	5,503 -89,061	-94%	-$3.79M	0.02%	518
2020 Q2	$3.91M	Sell	94,564 -509	-0.5%	-$21K	0.33%	91
2020 Q1	$3.79M	Buy	95,073 +2,998	+3%	+$149K	0.41%	59
2019 Q4	$4.95M	Buy	92,075 +16,822	+22%	+$891K	0.44%	52
2019 Q3	$3.96M	Buy	75,253 +4,718	+7%	+$245K	0.4%	72
2019 Q2	$3.62M	Buy	70,535 +8,161	+13%	+$414K	0.37%	79
2019 Q1	$3.1M	Buy	62,374 +24,282	+64%	+$1.17M	0.34%	90
2018 Q4	$1.69M	Sell	38,092 -9,657	-20%	-$452K	0.22%	164
2018 Q3	$2.32M	Buy	47,749 +27,854	+140%	+$1.35M	0.26%	120
2018 Q2	$935K	Buy	+19,895	New	+$912K	0.12%	232

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

Snowden Capital Advisors's XMLV Position: Q2 2026 in Review

Snowden Capital Advisors reduced its Invesco S&P MidCap Low Volatility ETF (XMLV) stake by 0.61% in Q2 2026, selling an estimated $4.75K and leaving 11,911 shares worth $790K. The position accounts for 0.02% of the portfolio, ranked #666.

Snowden Capital Advisors first reported a position in XMLV in Q2 2018 and has held it in 25 quarters since. The position peaked at $4.95M in Q4 2019. 189 funds tracked by Wall St. Rank hold XMLV as of Q2 2026.

Snowden Capital Advisors held 11,911 shares of Invesco S&P MidCap Low Volatility ETF worth $790K as of Q2 2026.
Snowden Capital Advisors sold 73 Invesco S&P MidCap Low Volatility ETF shares in Q2 2026, an estimated $4.75K.
Invesco S&P MidCap Low Volatility ETF made up 0.02% of Snowden Capital Advisors's portfolio in Q2 2026, its #666 holding.
Snowden Capital Advisors first reported a position in Invesco S&P MidCap Low Volatility ETF in Q2 2018 and has held it in 25 quarters since.
Snowden Capital Advisors's Invesco S&P MidCap Low Volatility ETF position peaked at $4.95M in Q4 2019.
189 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q2 2026.

Based on Snowden Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.