Truist Financial
XMLV icon

Truist Financial’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Truist Financial’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
Q4 		– Sell
-3,790
Closed -$241K – 2869
2025
Q3 		$241K Buy
3,790
+88
+2% +$5.52K ﹤0.01% 2444
2025
Q2 		$228K Sell
3,702
-22
-0.6% -$1.34K ﹤0.01% 2355
2025
Q1 		$230K Buy
3,724
+54
+1% +$3.32K ﹤0.01% 2294
2024
Q4 		$223K Sell
3,670
-49
-1% -$3.06K ﹤0.01% 2332
2024
Q3 		$227K Sell
3,719
-392
-10% -$22.9K ﹤0.01% 2287
2024
Q2 		$227K Sell
4,111
-11
-0.3% -$610 ﹤0.01% 2431
2024
Q1 		$232K Sell
4,122
-24
-0.6% -$1.29K ﹤0.01% 2417
2023
Q4 		$220K Sell
4,146
-2,435
-37% -$123K ﹤0.01% 2456
2023
Q3 		$324K Sell
6,581
-38,004
-85% -$1.96M ﹤0.01% 2185
2023
Q2 		$2.31M Buy
44,585
+340
+0.8% +$17.5K ﹤0.01% 1194
2023
Q1 		$2.32M Buy
44,245
+425
+1% +$23K ﹤0.01% 1149
2022
Q4 		$2.34M Buy
43,820
+365
+0.8% +$19.2K ﹤0.01% 1132
2022
Q3 		$2.09M Buy
43,455
+1,174
+3% +$62K ﹤0.01% 1146
2022
Q2 		$2.17M Buy
42,281
+30
+0.1% +$1.61K ﹤0.01% 1179
2022
Q1 		$2.36M Sell
42,251
-3,634
-8% -$199K ﹤0.01% 1225
2021
Q4 		$2.68M Sell
45,885
-3,080
-6% -$172K ﹤0.01% 1142
2021
Q3 		$2.57M Buy
48,965
+956
+2% +$51.9K ﹤0.01% 1152
2021
Q2 		$2.57M Buy
48,009
+1,699
+4% +$91.8K ﹤0.01% 1158
2021
Q1 		$2.42M Sell
46,310
-2,712
-6% -$136K ﹤0.01% 1146
2020
Q4 		$2.36M Sell
49,022
-15,275
-24% -$688K ﹤0.01% 1103
2020
Q3 		$2.68M Sell
64,297
-18,371
-22% -$782K 0.01% 957
2020
Q2 		$3.42M Buy
82,668
+7,490
+10% +$310K 0.01% 821
2020
Q1 		$2.99M Buy
75,178
+5,490
+8% +$273K 0.01% 824
2019
Q4 		$3.75M Buy
+69,688
New +$3.69M 0.01% 860

Other funds holding XMLV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
DC
Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Truist Financial's XMLV Position: Q4 2025 in Review

Truist Financial sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q4 2025, closing a stake of 3,790 shares — an estimated $241K sold.

Truist Financial first reported a position in XMLV in Q4 2019 and held it in 24 quarters. The position peaked at $3.75M in Q4 2019. 193 funds tracked by Wall St. Rank hold XMLV as of Q4 2025.

  • Truist Financial reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q4 2025 after selling out during the quarter.
  • Truist Financial sold 3,790 Invesco S&P MidCap Low Volatility ETF shares in Q4 2025, an estimated $241K.
  • Truist Financial first reported a position in Invesco S&P MidCap Low Volatility ETF in Q4 2019 and held it in 24 quarters.
  • Truist Financial's Invesco S&P MidCap Low Volatility ETF position peaked at $3.75M in Q4 2019.
  • 193 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q4 2025.

Based on Truist Financial's 13F filing for Q4 2025, filed 2 Feb 2026.