TopTier Wealth Management’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

TopTier Wealth Management’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	$288K	Sell	4,342 -271	-6%	-$17.6K	0.17%	111
2026 Q1	$290K	Buy	4,613 +38	+0.8%	+$2.46K	0.18%	102
2025 Q4	$285K	Buy	+4,575	New	+$287K	0.19%	106

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

TopTier Wealth Management's XMLV Position: Q2 2026 in Review

TopTier Wealth Management reduced its Invesco S&P MidCap Low Volatility ETF (XMLV) stake by 5.9% in Q2 2026, selling an estimated $17.6K and leaving 4,342 shares worth $288K. The position accounts for 0.17% of the portfolio, ranked #111.

TopTier Wealth Management first reported a position in XMLV in Q4 2025 and has held it in 3 quarters since. The position peaked at $290K in Q1 2026. 189 funds tracked by Wall St. Rank hold XMLV as of Q2 2026.

TopTier Wealth Management held 4,342 shares of Invesco S&P MidCap Low Volatility ETF worth $288K as of Q2 2026.
TopTier Wealth Management sold 271 Invesco S&P MidCap Low Volatility ETF shares in Q2 2026, an estimated $17.6K.
Invesco S&P MidCap Low Volatility ETF made up 0.17% of TopTier Wealth Management's portfolio in Q2 2026, its #111 holding.
TopTier Wealth Management first reported a position in Invesco S&P MidCap Low Volatility ETF in Q4 2025 and has held it in 3 quarters since.
TopTier Wealth Management's Invesco S&P MidCap Low Volatility ETF position peaked at $290K in Q1 2026.
189 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q2 2026.

Based on TopTier Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.