Spire Wealth Management’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Spire Wealth Management’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	$9.62K	Hold	145	–	–	﹤0.01%	1662
2026 Q1	$9.13K	Hold	145	–	–	﹤0.01%	1643
2025 Q4	$9.04K	Hold	145	–	–	﹤0.01%	1745
2025 Q3	$9.22K	Buy	145 +75	+107%	+$4.7K	﹤0.01%	1778
2025 Q2	$4.32K	Hold	70	–	–	﹤0.01%	1991
2025 Q1	$4.32K	Hold	70	–	–	﹤0.01%	2099
2024 Q4	$4.26K	Hold	70	–	–	﹤0.01%	2085
2024 Q3	$4.27K	Hold	70	–	–	﹤0.01%	1853
2024 Q2	$3.87K	Hold	70	–	–	﹤0.01%	1889
2024 Q1	$3.95K	Hold	70	–	–	﹤0.01%	1983
2023 Q4	$3.69K	Hold	70	–	–	﹤0.01%	2029
2023 Q3	$3.44K	Hold	70	–	–	﹤0.01%	2020
2023 Q2	$3.62K	Hold	70	–	–	﹤0.01%	2077
2023 Q1	$3.67K	Buy	+70	New	+$3.79K	﹤0.01%	2109
2022 Q3	–	Sell	-21,546	Closed	-$1.11M	–	2640
2022 Q2	$1.11M	Buy	21,546 +14,993	+229%	+$805K	0.05%	314
2022 Q1	$366K	Hold	6,553	–	–	0.01%	661
2021 Q4	$383K	Hold	6,553	–	–	0.01%	797
2021 Q3	$344K	Buy	6,553 +70	+1%	+$3.8K	0.01%	710
2021 Q2	$347K	Hold	6,483	–	–	0.01%	726
2021 Q1	$339K	Buy	+6,483	New	+$326K	0.01%	805

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

Spire Wealth Management's XMLV Position: Q2 2026 in Review

Spire Wealth Management held its Invesco S&P MidCap Low Volatility ETF (XMLV) position steady in Q2 2026 at 145 shares worth $9.62K. The position accounts for ﹤0.01% of the portfolio, ranked #1662.

Spire Wealth Management first reported a position in XMLV in Q1 2021 and has held it in 20 quarters since. The position peaked at $1.11M in Q2 2022. 189 funds tracked by Wall St. Rank hold XMLV as of Q2 2026.

Spire Wealth Management held 145 shares of Invesco S&P MidCap Low Volatility ETF worth $9.62K as of Q2 2026.
Spire Wealth Management 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 Spire Wealth Management's portfolio in Q2 2026, its #1662 holding.
Spire Wealth Management first reported a position in Invesco S&P MidCap Low Volatility ETF in Q1 2021 and has held it in 20 quarters since.
Spire Wealth Management's Invesco S&P MidCap Low Volatility ETF position peaked at $1.11M in Q2 2022.
189 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.