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
Q3 		$490K Buy
7,731
+77
+1% +$5.18K ﹤0.01% 2835
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

CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
IPAM
Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Wealth Enhancement Advisory Services's XMLV Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Invesco S&P MidCap Low Volatility ETF (XMLV) stake by 1% in Q3 2026, buying an estimated $5.18K and bringing the position to 7,731 shares worth $490K. The position accounts for ﹤0.01% of the portfolio, ranked #2835.

Wealth Enhancement Advisory Services first reported a position in XMLV in Q2 2019 and has held it in 17 quarters since. The position peaked at $26.6M in Q4 2019. 11 funds tracked by Wall St. Rank hold XMLV as of Q3 2026.

  • Wealth Enhancement Advisory Services held 7,731 shares of Invesco S&P MidCap Low Volatility ETF worth $490K as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 77 Invesco S&P MidCap Low Volatility ETF shares in Q3 2026, an estimated $5.18K.
  • Invesco S&P MidCap Low Volatility ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2835 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 17 quarters since.
  • Wealth Enhancement Advisory Services's Invesco S&P MidCap Low Volatility ETF position peaked at $26.6M in Q4 2019.
  • 11 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.