Thurston Springer Miller Herd & Titak’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Thurston Springer Miller Herd & Titak’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
2025 Q3	–	Sell	-658	Closed	-$40.6K	–	1382
2025 Q2	$40.6K	Buy	658 +4	+0.6%	+$243	0.01%	742
2025 Q1	$40.4K	Buy	654 +6	+0.9%	+$368	0.01%	687
2024 Q4	$39.5K	Buy	648 +4	+0.6%	+$250	0.01%	584
2024 Q3	$39.3K	Buy	644 +3	+0.5%	+$175	0.01%	627
2024 Q2	$35.4K	Buy	+641	New	+$35.5K	0.01%	650

Other funds holding XMLV

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

BCM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Dorval Corp Maple Grove, Minnesota $322M AUM 7.74% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Thurston Springer Miller Herd & Titak's XMLV Position: Q3 2025 in Review

Thurston Springer Miller Herd & Titak sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q3 2025, closing a stake of 658 shares — an estimated $40.6K sold.

Thurston Springer Miller Herd & Titak first reported a position in XMLV in Q2 2024 and held it in 5 quarters. The position peaked at $40.6K in Q2 2025. 194 funds tracked by Wall St. Rank hold XMLV as of Q3 2025.

Thurston Springer Miller Herd & Titak reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q3 2025 after selling out during the quarter.
Thurston Springer Miller Herd & Titak sold 658 Invesco S&P MidCap Low Volatility ETF shares in Q3 2025, an estimated $40.6K.
Thurston Springer Miller Herd & Titak first reported a position in Invesco S&P MidCap Low Volatility ETF in Q2 2024 and held it in 5 quarters.
Thurston Springer Miller Herd & Titak's Invesco S&P MidCap Low Volatility ETF position peaked at $40.6K in Q2 2025.
194 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q3 2025.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q3 2025, filed 7 Oct 2025.