Wealth Enhancement Advisory Services
XMLV icon

Wealth Enhancement Advisory Services’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Wealth Enhancement Advisory Services’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 		$514K Buy
7,654
+78
+1% +$5.08K ﹤0.01% 2659
2026
Q1 		$483K Sell
7,576
-3,653
-33% -$236K ﹤0.01% 2348
2025
Q4 		$710K Sell
11,229
-733
-6% -$46K ﹤0.01% 2205
2025
Q3 		$754K Buy
11,962
+250
+2% +$15.7K ﹤0.01% 2049
2025
Q2 		$734K Sell
11,712
-2,603
-18% -$158K ﹤0.01% 1933
2025
Q1 		$884K Buy
14,315
+2,560
+22% +$157K ﹤0.01% 1666
2024
Q4 		$715K Buy
11,755
+5,384
+85% +$336K ﹤0.01% 1744
2024
Q3 		$389K Sell
6,371
-208
-3% -$12.1K ﹤0.01% 1999
2024
Q2 		$363K Sell
6,579
-939
-12% -$52K ﹤0.01% 1846
2024
Q1 		$424K Buy
7,518
+136
+2% +$7.33K ﹤0.01% 1690
2023
Q4 		$393K Sell
7,382
-2,331
-24% -$117K ﹤0.01% 1656
2023
Q3 		$478K Buy
+9,713
New +$501K ﹤0.01% 1451
2020
Q2 		– Sell
-329,307
Closed -$14M – 261
2020
Q1 		$14M Sell
329,307
-164,534
-33% -$8.18M 0.5% 36
2019
Q4 		$26.6M Sell
493,841
-2,549
-0.5% -$135K 0.94% 25
2019
Q3 		$25.9M Sell
496,390
-277
-0.1% -$14.4K 1.04% 23
2019
Q2 		$25.9M Buy
+496,667
New +$25.2M 1.14% 20

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

Wealth Enhancement Advisory Services's XMLV Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Invesco S&P MidCap Low Volatility ETF (XMLV) stake by 1% in Q2 2026, buying an estimated $5.08K and bringing the position to 7,654 shares worth $514K. The position accounts for ﹤0.01% of the portfolio, ranked #2659.

Wealth Enhancement Advisory Services first reported a position in XMLV in Q2 2019 and has held it in 16 quarters since. The position peaked at $26.6M in Q4 2019. 189 funds tracked by Wall St. Rank hold XMLV as of Q2 2026.

  • Wealth Enhancement Advisory Services held 7,654 shares of Invesco S&P MidCap Low Volatility ETF worth $514K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 78 Invesco S&P MidCap Low Volatility ETF shares in Q2 2026, an estimated $5.08K.
  • Invesco S&P MidCap Low Volatility ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2659 holding.
  • Wealth Enhancement Advisory Services first reported a position in Invesco S&P MidCap Low Volatility ETF in Q2 2019 and has held it in 16 quarters since.
  • Wealth Enhancement Advisory Services's Invesco S&P MidCap Low Volatility ETF position peaked at $26.6M in Q4 2019.
  • 189 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.