UBS AM
XMLV icon

UBS AM’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

UBS AM’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 		$398 Hold
6
– – ﹤0.01% 3671
2026
Q1 		$378 Buy
+6
New +$388 ﹤0.01% 3740
2019
Q4 		– Sell
-121
Closed -$6.37K – 2890
2019
Q3 		$6.37K Hold
121
– – ﹤0.01% 2826
2019
Q2 		$6.2K Buy
+121
New +$6.14K ﹤0.01% 2789

Other funds holding XMLV

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS AM's XMLV Position: Q2 2026 in Review

UBS AM held its Invesco S&P MidCap Low Volatility ETF (XMLV) position steady in Q2 2026 at 6 shares worth $398. The position accounts for ﹤0.01% of the portfolio, ranked #3671.

UBS AM first reported a position in XMLV in Q2 2019 and has held it in 4 quarters since. The position peaked at $6.37K in Q3 2019. 189 funds tracked by Wall St. Rank hold XMLV as of Q2 2026.

  • UBS AM held 6 shares of Invesco S&P MidCap Low Volatility ETF worth $398 as of Q2 2026.
  • UBS AM left its Invesco S&P MidCap Low Volatility ETF share count unchanged in Q2 2026.
  • Invesco S&P MidCap Low Volatility ETF made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #3671 holding.
  • UBS AM first reported a position in Invesco S&P MidCap Low Volatility ETF in Q2 2019 and has held it in 4 quarters since.
  • UBS AM's Invesco S&P MidCap Low Volatility ETF position peaked at $6.37K in Q3 2019.
  • 189 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.