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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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	–	2641
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