Syntegra Private Wealth Group’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Syntegra Private Wealth Group’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	$529K	Hold	7,977	–	–	0.04%	115
2026 Q1	$502K	Hold	7,977	–	–	0.05%	109
2025 Q4	$498K	Sell	7,977 -26	-0.3%	-$1.63K	0.05%	106
2025 Q3	$509K	Sell	8,003 -278	-3%	-$17.4K	0.05%	101
2025 Q2	$511K	Hold	8,281	–	–	0.05%	94
2025 Q1	$511K	Hold	8,281	–	–	0.06%	80
2024 Q4	$504K	Sell	8,281 -191	-2%	-$11.9K	0.06%	80
2024 Q3	$517K	Sell	8,472 -66	-0.8%	-$3.85K	0.06%	76
2024 Q2	$472K	Sell	8,538 -269	-3%	-$14.9K	0.06%	78
2024 Q1	$497K	Sell	8,807 -67	-0.8%	-$3.61K	0.06%	70
2023 Q4	$472K	Sell	8,874 -706	-7%	-$35.6K	0.07%	67
2023 Q3	$471K	Hold	9,580	–	–	0.07%	64
2023 Q2	$496K	Hold	9,580	–	–	0.08%	68
2023 Q1	$502K	Hold	9,580	–	–	0.09%	68
2022 Q4	$512K	Buy	+9,580	New	+$504K	0.1%	57

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

Syntegra Private Wealth Group's XMLV Position: Q2 2026 in Review

Syntegra Private Wealth Group held its Invesco S&P MidCap Low Volatility ETF (XMLV) position steady in Q2 2026 at 7,977 shares worth $529K. The position accounts for 0.04% of the portfolio, ranked #115.

Syntegra Private Wealth Group first reported a position in XMLV in Q4 2022 and has held it in 15 quarters since. 189 funds tracked by Wall St. Rank hold XMLV as of Q2 2026.

Syntegra Private Wealth Group held 7,977 shares of Invesco S&P MidCap Low Volatility ETF worth $529K as of Q2 2026.
Syntegra Private Wealth Group left its Invesco S&P MidCap Low Volatility ETF share count unchanged in Q2 2026.
Invesco S&P MidCap Low Volatility ETF made up 0.04% of Syntegra Private Wealth Group's portfolio in Q2 2026, its #115 holding.
Syntegra Private Wealth Group first reported a position in Invesco S&P MidCap Low Volatility ETF in Q4 2022 and has held it in 15 quarters since.
189 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q2 2026.

Based on Syntegra Private Wealth Group's 13F filing for Q2 2026, filed 15 Jul 2026.