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

Waverly 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	$690K	Buy	10,399 +60	+0.6%	+$3.91K	﹤0.01%	1028
2026 Q1	$651K	Sell	10,339 -30	-0.3%	-$1.94K	﹤0.01%	966
2025 Q4	$647K	Sell	10,369 -805	-7%	-$50.6K	0.01%	906
2025 Q3	$710K	Sell	11,174 -286	-2%	-$17.9K	0.01%	739
2025 Q2	$707K	Buy	+11,460	New	+$696K	0.01%	708
2025 Q1	–	Sell	-14,193	Closed	-$863K	–	1132
2024 Q4	$863K	Sell	14,193 -5,367	-27%	-$335K	0.01%	552
2024 Q3	$1.19M	Sell	19,560 -2,542	-12%	-$148K	0.02%	417
2024 Q2	$1.22M	Sell	22,102 -15,073	-41%	-$835K	0.02%	408
2024 Q1	$2.1M	Buy	+37,175	New	+$2M	0.05%	250

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

Waverly Advisors's XMLV Position: Q2 2026 in Review

Waverly Advisors increased its Invesco S&P MidCap Low Volatility ETF (XMLV) stake by 0.58% in Q2 2026, buying an estimated $3.91K and bringing the position to 10,399 shares worth $690K. The position accounts for ﹤0.01% of the portfolio, ranked #1028.

Waverly Advisors first reported a position in XMLV in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.1M in Q1 2024. 189 funds tracked by Wall St. Rank hold XMLV as of Q2 2026.

Waverly Advisors held 10,399 shares of Invesco S&P MidCap Low Volatility ETF worth $690K as of Q2 2026.
Waverly Advisors bought 60 Invesco S&P MidCap Low Volatility ETF shares in Q2 2026, an estimated $3.91K.
Invesco S&P MidCap Low Volatility ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1028 holding.
Waverly Advisors first reported a position in Invesco S&P MidCap Low Volatility ETF in Q1 2024 and has held it in 9 quarters since.
Waverly Advisors's Invesco S&P MidCap Low Volatility ETF position peaked at $2.1M in Q1 2024.
189 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.