SMBT
XMLV icon

Southern Michigan Bank & Trust’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Southern Michigan Bank & Trust’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 		$10.7K Hold
162
– – ﹤0.01% 321
2026
Q1 		$10.2K Buy
+162
New +$10.5K ﹤0.01% 322

Other funds holding XMLV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
UBS Group
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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Southern Michigan Bank & Trust's XMLV Position: Q2 2026 in Review

Southern Michigan Bank & Trust held its Invesco S&P MidCap Low Volatility ETF (XMLV) position steady in Q2 2026 at 162 shares worth $10.7K. The position accounts for ﹤0.01% of the portfolio, ranked #321.

Southern Michigan Bank & Trust first reported a position in XMLV in Q1 2026 and has held it in 2 quarters since. 181 funds tracked by Wall St. Rank hold XMLV as of Q2 2026.

  • Southern Michigan Bank & Trust held 162 shares of Invesco S&P MidCap Low Volatility ETF worth $10.7K as of Q2 2026.
  • Southern Michigan Bank & Trust left its Invesco S&P MidCap Low Volatility ETF share count unchanged in Q2 2026.
  • Invesco S&P MidCap Low Volatility ETF made up ﹤0.01% of Southern Michigan Bank & Trust's portfolio in Q2 2026, its #321 holding.
  • Southern Michigan Bank & Trust first reported a position in Invesco S&P MidCap Low Volatility ETF in Q1 2026 and has held it in 2 quarters since.
  • 181 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q2 2026.

Based on Southern Michigan Bank & Trust's 13F filing for Q2 2026, filed 21 Jul 2026.