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Steward Partners Investment Advisory’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Steward Partners Investment Advisory’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 		$84.9K Sell
1,280
-2,014
-61% -$131K ﹤0.01% 2675
2026
Q1 		$207K Sell
3,294
-4,955
-60% -$320K ﹤0.01% 2004
2025
Q4 		$514K Sell
8,249
-30
-0.4% -$1.88K ﹤0.01% 1404
2025
Q3 		$526K Buy
8,279
+4,957
+149% +$311K ﹤0.01% 1344
2025
Q2 		$205K Sell
3,322
-85
-2% -$5.16K ﹤0.01% 1752
2025
Q1 		$210K Sell
3,407
-120
-3% -$7.37K ﹤0.01% 1626
2024
Q4 		$215K Buy
3,527
+463
+15% +$28.9K ﹤0.01% 1568
2024
Q3 		$187K Sell
3,064
-186
-6% -$10.9K ﹤0.01% 1560
2024
Q2 		$179K Hold
3,250
– – ﹤0.01% 1497
2024
Q1 		$183K Buy
3,250
+124
+4% +$6.68K ﹤0.01% 1472
2023
Q4 		$166K Hold
3,126
– – ﹤0.01% 1453
2023
Q3 		$154K Sell
3,126
-50
-2% -$2.58K ﹤0.01% 1400
2023
Q2 		$164K Hold
3,176
– – ﹤0.01% 1369
2023
Q1 		$166K Sell
3,176
-30
-0.9% -$1.62K ﹤0.01% 1370
2022
Q4 		$171K Sell
3,206
-85
-3% -$4.47K ﹤0.01% 1309
2022
Q3 		$158K Buy
3,291
+619
+23% +$32.7K ﹤0.01% 1302
2022
Q2 		$137K Sell
2,672
-40
-1% -$2.15K ﹤0.01% 1364
2022
Q1 		$151K Sell
2,712
-2,140
-44% -$117K ﹤0.01% 1410
2021
Q4 		$284K Buy
4,852
+119
+3% +$6.65K ﹤0.01% 1163
2021
Q3 		$249K Sell
4,733
-115
-2% -$6.24K ﹤0.01% 1183
2021
Q2 		$259K Buy
4,848
+2,441
+101% +$132K ﹤0.01% 1357
2021
Q1 		$126K Sell
2,407
-15,806
-87% -$795K ﹤0.01% 1508
2020
Q4 		$876K Sell
18,213
-3,948
-18% -$178K 0.02% 603
2020
Q3 		$923K Sell
22,161
-21,641
-49% -$921K 0.02% 504
2020
Q2 		$1.81M Buy
43,802
+4,700
+12% +$194K 0.05% 326
2020
Q1 		$1.56M Buy
39,102
+1,424
+4% +$70.8K 0.06% 301
2019
Q4 		$2.03M Buy
37,678
+689
+2% +$36.5K 0.06% 298
2019
Q3 		$1.95M Buy
36,989
+694
+2% +$36K 0.07% 278
2019
Q2 		$1.86M Buy
+36,295
New +$1.84M 0.07% 268
2019
Q1 		– Sell
-37,709
Closed -$1.67M – 841
2018
Q4 		$1.67M Sell
37,709
-680
-2% -$31.8K 0.08% 248
2018
Q3 		$1.86M Buy
+38,389
New +$1.86M 0.09% 232
2018
Q2 		– Sell
-34,161
Closed -$1.53M – 2561
2018
Q1 		$1.53M Buy
+34,161
New +$1.53M 0.1% 210

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

Steward Partners Investment Advisory's XMLV Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Invesco S&P MidCap Low Volatility ETF (XMLV) stake by 61% in Q2 2026, selling an estimated $131K and leaving 1,280 shares worth $84.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2675.

Steward Partners Investment Advisory first reported a position in XMLV in Q1 2018 and has held it in 32 quarters since. The position peaked at $2.03M in Q4 2019. 189 funds tracked by Wall St. Rank hold XMLV as of Q2 2026.

  • Steward Partners Investment Advisory held 1,280 shares of Invesco S&P MidCap Low Volatility ETF worth $84.9K as of Q2 2026.
  • Steward Partners Investment Advisory sold 2,014 Invesco S&P MidCap Low Volatility ETF shares in Q2 2026, an estimated $131K.
  • Invesco S&P MidCap Low Volatility ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2675 holding.
  • Steward Partners Investment Advisory first reported a position in Invesco S&P MidCap Low Volatility ETF in Q1 2018 and has held it in 32 quarters since.
  • Steward Partners Investment Advisory's Invesco S&P MidCap Low Volatility ETF position peaked at $2.03M in Q4 2019.
  • 189 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.