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

Visionary 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 Q2	$916K	Sell	13,813 -20	-0.1%	-$1.3K	0.04%	324
2026 Q1	$871K	Sell	13,833 -287	-2%	-$18.6K	0.04%	307
2025 Q4	$881K	Sell	14,120 -11	-0.1%	-$691	0.04%	295
2025 Q3	$898K	Sell	14,131 -140	-1%	-$8.78K	0.04%	290
2025 Q2	$880K	Sell	14,271 -326	-2%	-$19.8K	0.05%	290
2025 Q1	$901K	Sell	14,597 -20	-0.1%	-$1.23K	0.05%	274
2024 Q4	$889K	Sell	14,617 -224	-2%	-$14K	0.05%	274
2024 Q3	$906K	Sell	14,841 -468	-3%	-$27.3K	0.06%	261
2024 Q2	$846K	Sell	15,309 -6,000	-28%	-$333K	0.06%	259
2024 Q1	$1.2M	Sell	21,309 -4,798	-18%	-$259K	0.08%	221
2023 Q4	$1.39M	Sell	26,107 -8,580	-25%	-$432K	0.1%	197
2023 Q3	$1.71M	Sell	34,687 -5,519	-14%	-$285K	0.14%	156
2023 Q2	$2.08M	Sell	40,206 -1,556	-4%	-$80K	0.17%	137
2023 Q1	$2.19M	Sell	41,762 -3,499	-8%	-$189K	0.19%	118
2022 Q4	$2.42M	Sell	45,261 -3,018	-6%	-$159K	0.22%	104
2022 Q3	$2.32M	Sell	48,279 -365	-0.8%	-$19.3K	0.24%	101
2022 Q2	$2.5M	Sell	48,644 -155	-0.3%	-$8.32K	0.22%	107
2022 Q1	$2.72M	Sell	48,799 -1,859	-4%	-$102K	0.22%	107
2021 Q4	$2.96M	Sell	50,658 -501	-1%	-$28K	0.24%	94
2021 Q3	$2.69M	Sell	51,159 -1,090	-2%	-$59.1K	0.28%	88
2021 Q2	$2.79M	Sell	52,249 -456	-0.9%	-$24.6K	0.28%	84
2021 Q1	$2.76M	Sell	52,705 -225	-0.4%	-$11.3K	0.29%	90
2020 Q4	$2.55M	Buy	52,930 +2,040	+4%	+$91.9K	0.29%	86
2020 Q3	$2.12M	Buy	50,890 +778	+2%	+$33.1K	0.3%	82
2020 Q2	$2.07M	Buy	50,112 +1,366	+3%	+$56.4K	0.32%	84
2020 Q1	$1.94M	Buy	48,746 +1,918	+4%	+$95.4K	0.37%	77
2019 Q4	$2.52M	Buy	+46,828	New	+$2.48M	0.45%	59

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

Visionary Wealth Advisors's XMLV Position: Q2 2026 in Review

Visionary Wealth Advisors reduced its Invesco S&P MidCap Low Volatility ETF (XMLV) stake by 0.14% in Q2 2026, selling an estimated $1.3K and leaving 13,813 shares worth $916K. The position accounts for 0.04% of the portfolio, ranked #324.

Visionary Wealth Advisors first reported a position in XMLV in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.96M in Q4 2021. 189 funds tracked by Wall St. Rank hold XMLV as of Q2 2026.

Visionary Wealth Advisors held 13,813 shares of Invesco S&P MidCap Low Volatility ETF worth $916K as of Q2 2026.
Visionary Wealth Advisors sold 20 Invesco S&P MidCap Low Volatility ETF shares in Q2 2026, an estimated $1.3K.
Invesco S&P MidCap Low Volatility ETF made up 0.04% of Visionary Wealth Advisors's portfolio in Q2 2026, its #324 holding.
Visionary Wealth Advisors first reported a position in Invesco S&P MidCap Low Volatility ETF in Q4 2019 and has held it in 27 quarters since.
Visionary Wealth Advisors's Invesco S&P MidCap Low Volatility ETF position peaked at $2.96M in Q4 2021.
189 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.