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Sound Income Strategies’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Sound Income Strategies’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
-128
Closed -$8.07K – 2424
2026
Q1 		$8.07K Hold
128
– – ﹤0.01% 1615
2025
Q4 		$8.31K Hold
128
– – ﹤0.01% 1579
2025
Q3 		$8.01K Sell
128
-37
-22% -$2.32K ﹤0.01% 1064
2025
Q2 		$10.2K Sell
165
-56
-25% -$3.4K ﹤0.01% 938
2025
Q1 		$13.6K Buy
221
+112
+103% +$6.88K ﹤0.01% 817
2024
Q4 		$6.63K Hold
109
– – ﹤0.01% 938
2024
Q3 		$6.65K Hold
109
– – ﹤0.01% 890
2024
Q2 		$6.02K Hold
109
– – ﹤0.01% 898
2024
Q1 		$6.15K Hold
109
– – ﹤0.01% 867
2023
Q4 		$5.8K Hold
109
– – ﹤0.01% 861
2023
Q3 		$5.36K Hold
109
– – ﹤0.01% 735
2023
Q2 		$5.64K Sell
109
-40
-27% -$2.06K ﹤0.01% 715
2023
Q1 		$7.81K Sell
149
-105
-41% -$5.68K ﹤0.01% 617
2022
Q4 		$13.6K Buy
254
+145
+133% +$7.63K ﹤0.01% 459
2022
Q3 		$5K Hold
109
– – ﹤0.01% 599
2022
Q2 		$6K Sell
109
-109
-50% -$5.85K ﹤0.01% 574
2022
Q1 		$12K Buy
+218
New +$12K ﹤0.01% 441

Other funds holding XMLV

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
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
Commonwealth Equity Services
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
PP
PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Sound Income Strategies's XMLV Position: Q2 2026 in Review

Sound Income Strategies sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q2 2026, closing a stake of 128 shares — an estimated $8.07K sold.

Sound Income Strategies first reported a position in XMLV in Q1 2022 and held it in 17 quarters. The position peaked at $13.6K in Q1 2025. 137 funds tracked by Wall St. Rank hold XMLV as of Q2 2026.

  • Sound Income Strategies reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 128 Invesco S&P MidCap Low Volatility ETF shares in Q2 2026, an estimated $8.07K.
  • Sound Income Strategies first reported a position in Invesco S&P MidCap Low Volatility ETF in Q1 2022 and held it in 17 quarters.
  • Sound Income Strategies's Invesco S&P MidCap Low Volatility ETF position peaked at $13.6K in Q1 2025.
  • 137 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.