Southland Equity Partners’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Southland Equity Partners’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	$202K	Buy	+3,046	New	+$198K	0.04%	302
2022 Q2	–	Sell	-3,713	Closed	-$207K	–	182
2022 Q1	$207K	Sell	3,713 -2	-0.1%	-$110	0.09%	170
2021 Q4	$217K	Buy	+3,715	New	+$208K	0.09%	158

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

Southland Equity Partners's XMLV Position: Q2 2026 in Review

Southland Equity Partners opened a new position in Invesco S&P MidCap Low Volatility ETF (XMLV) in Q2 2026: 3,046 shares worth $202K. The stake represents 0.04% of the portfolio and ranks #302 among its holdings. This is a return to the name: Southland Equity Partners previously reported a position in XMLV as recently as Q1 2022.

Southland Equity Partners first reported a position in XMLV in Q4 2021 and has held it in 3 quarters since. The position peaked at $217K in Q4 2021. 189 funds tracked by Wall St. Rank hold XMLV as of Q2 2026.

Southland Equity Partners held 3,046 shares of Invesco S&P MidCap Low Volatility ETF worth $202K as of Q2 2026.
Invesco S&P MidCap Low Volatility ETF was a new Southland Equity Partners position in Q2 2026.
Invesco S&P MidCap Low Volatility ETF made up 0.04% of Southland Equity Partners's portfolio in Q2 2026, its #302 holding.
Southland Equity Partners first reported a position in Invesco S&P MidCap Low Volatility ETF in Q4 2021 and has held it in 3 quarters since.
Southland Equity Partners's Invesco S&P MidCap Low Volatility ETF position peaked at $217K in Q4 2021.
189 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q2 2026.

Based on Southland Equity Partners's 13F filing for Q2 2026, filed 13 Jul 2026.