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 Q3	$498K	Sell	7,914 -63	-0.8%	-$4.24K	0.04%	124
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

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

IPAM

Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return

1WM

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Syntegra Private Wealth Group's XMLV Position: Q3 2026 in Review

Syntegra Private Wealth Group reduced its Invesco S&P MidCap Low Volatility ETF (XMLV) stake by 0.79% in Q3 2026, selling an estimated $4.24K and leaving 7,914 shares worth $498K. The position accounts for 0.04% of the portfolio, ranked #124.

Syntegra Private Wealth Group first reported a position in XMLV in Q4 2022 and has held it in 16 quarters since. The position peaked at $529K in Q2 2026. 11 funds tracked by Wall St. Rank hold XMLV as of Q3 2026.

Syntegra Private Wealth Group held 7,914 shares of Invesco S&P MidCap Low Volatility ETF worth $498K as of Q3 2026.
Syntegra Private Wealth Group sold 63 Invesco S&P MidCap Low Volatility ETF shares in Q3 2026, an estimated $4.24K.
Invesco S&P MidCap Low Volatility ETF made up 0.04% of Syntegra Private Wealth Group's portfolio in Q3 2026, its #124 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 16 quarters since.
Syntegra Private Wealth Group's Invesco S&P MidCap Low Volatility ETF position peaked at $529K in Q2 2026.
11 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q3 2026.

Based on Syntegra Private Wealth Group's 13F filing for Q3 2026, filed 13 Oct 2026.