SF
XMLV icon

Summit Financial’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Summit Financial’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 		$252K Buy
3,997
+3
+0.1% +$194 ﹤0.01% 1264
2025
Q4 		$249K Buy
3,994
+1
+0% +$63 ﹤0.01% 1155
2025
Q3 		$254K Buy
+3,993
New +$250K ﹤0.01% 1124

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 $377B AUM 19.32% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $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 $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Summit Financial's XMLV Position: Q1 2026 in Review

Summit Financial increased its Invesco S&P MidCap Low Volatility ETF (XMLV) stake by 0.08% in Q1 2026, buying an estimated $194 and bringing the position to 3,997 shares worth $252K. The position accounts for ﹤0.01% of the portfolio, ranked #1264.

Summit Financial first reported a position in XMLV in Q3 2025 and has held it in 3 quarters since. The position peaked at $254K in Q3 2025. 187 funds tracked by Wall St. Rank hold XMLV as of Q1 2026.

  • Summit Financial held 3,997 shares of Invesco S&P MidCap Low Volatility ETF worth $252K as of Q1 2026.
  • Summit Financial bought 3 Invesco S&P MidCap Low Volatility ETF shares in Q1 2026, an estimated $194.
  • Invesco S&P MidCap Low Volatility ETF made up ﹤0.01% of Summit Financial's portfolio in Q1 2026, its #1264 holding.
  • Summit Financial first reported a position in Invesco S&P MidCap Low Volatility ETF in Q3 2025 and has held it in 3 quarters since.
  • Summit Financial's Invesco S&P MidCap Low Volatility ETF position peaked at $254K in Q3 2025.
  • 187 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.