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 Q2	$327K	Sell	4,934 -858	-15%	-$55.9K	0.11%	52
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 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

Strategic Equity Management's XMLV Position: Q2 2026 in Review

Strategic Equity Management reduced its Invesco S&P MidCap Low Volatility ETF (XMLV) stake by 15% in Q2 2026, selling an estimated $55.9K and leaving 4,934 shares worth $327K. The position accounts for 0.11% of the portfolio, ranked #52.

Strategic Equity Management first reported a position in XMLV in Q2 2024 and has held it in 9 quarters since. The position peaked at $779K in Q3 2025. 189 funds tracked by Wall St. Rank hold XMLV as of Q2 2026.

Strategic Equity Management held 4,934 shares of Invesco S&P MidCap Low Volatility ETF worth $327K as of Q2 2026.
Strategic Equity Management sold 858 Invesco S&P MidCap Low Volatility ETF shares in Q2 2026, an estimated $55.9K.
Invesco S&P MidCap Low Volatility ETF made up 0.11% of Strategic Equity Management's portfolio in Q2 2026, its #52 holding.
Strategic Equity Management first reported a position in Invesco S&P MidCap Low Volatility ETF in Q2 2024 and has held it in 9 quarters since.
Strategic Equity Management's Invesco S&P MidCap Low Volatility ETF position peaked at $779K in Q3 2025.
189 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q2 2026.

Based on Strategic Equity Management's 13F filing for Q2 2026, filed 10 Aug 2026.