U.S. Capital Wealth Advisors’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

U.S. Capital Wealth Advisors’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 Q1	$2.42M	Buy	38,411 +8,202	+27%	+$530K	0.06%	307
2025 Q4	$1.88M	Sell	30,209 -5,147	-15%	-$323K	0.05%	350
2025 Q3	$2.25M	Sell	35,356 -2,788	-7%	-$175K	0.06%	307
2025 Q2	$2.35M	Buy	38,144 +7,368	+24%	+$447K	0.07%	268
2025 Q1	$1.9M	Buy	30,776 +10,896	+55%	+$669K	0.06%	299
2024 Q4	$1.21M	Buy	+19,880	New	+$1.24M	0.04%	399
2023 Q1	–	Sell	-130	Closed	-$6.95K	–	1549
2022 Q4	$6.95K	Buy	+130	New	+$6.84K	﹤0.01%	1331

Other funds holding XMLV

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

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

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

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

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

U.S. Capital Wealth Advisors's XMLV Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Invesco S&P MidCap Low Volatility ETF (XMLV) stake by 27% in Q1 2026, buying an estimated $530K and bringing the position to 38,411 shares worth $2.42M. The position accounts for 0.06% of the portfolio, ranked #307.

U.S. Capital Wealth Advisors first reported a position in XMLV in Q4 2022 and has held it in 7 quarters since. 187 funds tracked by Wall St. Rank hold XMLV as of Q1 2026.

U.S. Capital Wealth Advisors held 38,411 shares of Invesco S&P MidCap Low Volatility ETF worth $2.42M as of Q1 2026.
U.S. Capital Wealth Advisors bought 8,202 Invesco S&P MidCap Low Volatility ETF shares in Q1 2026, an estimated $530K.
Invesco S&P MidCap Low Volatility ETF made up 0.06% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #307 holding.
U.S. Capital Wealth Advisors first reported a position in Invesco S&P MidCap Low Volatility ETF in Q4 2022 and has held it in 7 quarters since.
187 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.