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Strategic Equity Management’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Strategic Equity 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
Q1 		$365K Sell
5,792
-6,468
-53% -$418K 0.14% 49
2025
Q4 		$765K Hold
12,260
– – 0.26% 39
2025
Q3 		$779K Hold
12,260
– – 0.29% 35
2025
Q2 		$756K Buy
12,260
+1,543
+14% +$93.7K 0.28% 39
2025
Q1 		$661K Hold
10,717
– – 0.28% 40
2024
Q4 		$652K Hold
10,717
– – 0.27% 35
2024
Q3 		$654K Buy
10,717
+3,159
+42% +$184K 0.31% 34
2024
Q2 		$417K Buy
+7,558
New +$419K 0.27% 30

Other funds holding XMLV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $8.75B AUM 16.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
DC
Dorval Corp Maple Grove, Minnesota $322M AUM 7.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return