SWGC
XMLV icon

Summit Wealth Group (Colorado)’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Summit Wealth Group (Colorado)’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 		$372K Buy
5,615
+9
+0.2% +$586 0.03% 262
2026
Q1 		$353K Buy
+5,606
New +$362K 0.04% 232

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

Summit Wealth Group (Colorado)'s XMLV Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its Invesco S&P MidCap Low Volatility ETF (XMLV) stake by 0.16% in Q2 2026, buying an estimated $586 and bringing the position to 5,615 shares worth $372K. The position accounts for 0.03% of the portfolio, ranked #262.

Summit Wealth Group (Colorado) first reported a position in XMLV in Q1 2026 and has held it in 2 quarters since. 189 funds tracked by Wall St. Rank hold XMLV as of Q2 2026.

  • Summit Wealth Group (Colorado) held 5,615 shares of Invesco S&P MidCap Low Volatility ETF worth $372K as of Q2 2026.
  • Summit Wealth Group (Colorado) bought 9 Invesco S&P MidCap Low Volatility ETF shares in Q2 2026, an estimated $586.
  • Invesco S&P MidCap Low Volatility ETF made up 0.03% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #262 holding.
  • Summit Wealth Group (Colorado) first reported a position in Invesco S&P MidCap Low Volatility ETF in Q1 2026 and has held it in 2 quarters since.
  • 189 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.