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

Wealth Watch 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
2025
Q4 		– Sell
-818
Closed -$52K – 1059
2025
Q3 		$52K Buy
+818
New +$51.3K 0.02% 191

Other funds holding XMLV

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wealth Watch Advisors's XMLV Position: Q4 2025 in Review

Wealth Watch Advisors sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q4 2025, closing a stake of 818 shares — an estimated $52K sold.

Wealth Watch Advisors first reported a position in XMLV in Q3 2025 and held it in 1 quarter. The position peaked at $52K in Q3 2025. 192 funds tracked by Wall St. Rank hold XMLV as of Q4 2025.

  • Wealth Watch Advisors reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q4 2025 after selling out during the quarter.
  • Wealth Watch Advisors sold 818 Invesco S&P MidCap Low Volatility ETF shares in Q4 2025, an estimated $52K.
  • Wealth Watch Advisors first reported a position in Invesco S&P MidCap Low Volatility ETF in Q3 2025 and held it in 1 quarter.
  • Wealth Watch Advisors's Invesco S&P MidCap Low Volatility ETF position peaked at $52K in Q3 2025.
  • 192 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q4 2025.

Based on Wealth Watch Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.