Sunbelt Securities’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Sunbelt Securities’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	$32	Hold	1	–	–	﹤0.01%	2830
2025 Q4	$31	Hold	1	–	–	﹤0.01%	2696
2025 Q3	$32	Sell	1 -22	-96%	-$1.38K	﹤0.01%	2630
2025 Q2	$1.43K	Hold	23	–	–	﹤0.01%	1634
2025 Q1	$1.45K	Hold	23	–	–	﹤0.01%	1612
2024 Q4	$1.42K	Sell	23 -1	-4%	-$62	﹤0.01%	1637
2024 Q3	$1.5K	Hold	24	–	–	﹤0.01%	1639
2024 Q2	$1.35K	Hold	24	–	–	﹤0.01%	1590
2024 Q1	$1.38K	Hold	24	–	–	﹤0.01%	1557
2023 Q4	$1.3K	Sell	24 -10	-29%	-$504	﹤0.01%	1514
2023 Q3	$1.7K	Hold	34	–	–	﹤0.01%	1510
2023 Q2	$1.78K	Hold	34	–	–	﹤0.01%	1461
2023 Q1	$1.78K	Buy	+34	New	+$1.84K	﹤0.01%	1440

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Sunbelt Securities's XMLV Position: Q1 2026 in Review

Sunbelt Securities held its Invesco S&P MidCap Low Volatility ETF (XMLV) position steady in Q1 2026 at 1 share worth $32. The position accounts for ﹤0.01% of the portfolio, ranked #2830.

Sunbelt Securities first reported a position in XMLV in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.78K in Q2 2023. 188 funds tracked by Wall St. Rank hold XMLV as of Q1 2026.

Sunbelt Securities held 1 share of Invesco S&P MidCap Low Volatility ETF worth $32 as of Q1 2026.
Sunbelt Securities left its Invesco S&P MidCap Low Volatility ETF share count unchanged in Q1 2026.
Invesco S&P MidCap Low Volatility ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #2830 holding.
Sunbelt Securities first reported a position in Invesco S&P MidCap Low Volatility ETF in Q1 2023 and has held it in 13 quarters since.
Sunbelt Securities's Invesco S&P MidCap Low Volatility ETF position peaked at $1.78K in Q2 2023.
188 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.