Wealthcare Advisory Partners’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Wealthcare Advisory Partners’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	$523K	Sell	7,887 -150	-2%	-$9.77K	0.01%	702
2026 Q1	$506K	Hold	8,037	–	–	0.01%	695
2025 Q4	$501K	Hold	8,037	–	–	0.01%	693
2025 Q3	$511K	Hold	8,037	–	–	0.01%	671
2025 Q2	$496K	Buy	8,037 +3,152	+65%	+$191K	0.01%	645
2025 Q1	$302K	Hold	4,885	–	–	0.01%	745
2024 Q4	$297K	Sell	4,885 -50	-1%	-$3.12K	0.01%	719
2024 Q3	$301K	Hold	4,935	–	–	0.01%	719
2024 Q2	$273K	Hold	4,935	–	–	0.01%	704
2024 Q1	$278K	Hold	4,935	–	–	0.01%	695
2023 Q4	$262K	Sell	4,935 -48	-1%	-$2.42K	0.01%	643
2023 Q3	$245K	Sell	4,983 -2,257	-31%	-$116K	0.01%	599
2023 Q2	$375K	Sell	7,240 -4,988	-41%	-$256K	0.02%	513
2023 Q1	$641K	Buy	12,228 +2,435	+25%	+$132K	0.03%	389
2022 Q4	$524K	Sell	9,793 -214	-2%	-$11.3K	0.03%	412
2022 Q3	$481K	Sell	10,007 -2,270	-18%	-$120K	0.03%	368
2022 Q2	$631K	Buy	12,277 +287	+2%	+$15.4K	0.04%	279
2022 Q1	$669K	Sell	11,990 -106	-0.9%	-$5.82K	0.04%	259
2021 Q4	$707K	Buy	12,096 +2,398	+25%	+$134K	0.04%	257
2021 Q3	$509K	Sell	9,698 -497	-5%	-$27K	0.03%	310
2021 Q2	$545K	Buy	10,195 +1,480	+17%	+$80K	0.04%	304
2021 Q1	$456K	Sell	8,715 -952	-10%	-$47.9K	0.03%	312
2020 Q4	$465K	Buy	9,667 +1,681	+21%	+$75.8K	0.04%	244
2020 Q3	$333K	Sell	7,986 -683	-8%	-$29.1K	0.04%	264
2020 Q2	$359K	Sell	8,669 -4,220	-33%	-$174K	0.04%	217
2020 Q1	$513K	Sell	12,889 -4,588	-26%	-$228K	0.08%	143
2019 Q4	$940K	Buy	17,477 +458	+3%	+$24.3K	0.12%	111
2019 Q3	$895K	Sell	17,019 -285	-2%	-$14.8K	0.13%	95
2019 Q2	$887K	Sell	17,304 -603	-3%	-$30.6K	0.14%	93
2019 Q1	$889K	Sell	17,907 -3,693	-17%	-$177K	0.15%	85
2018 Q4	$959K	Sell	21,600 -7,589	-26%	-$355K	0.19%	73
2018 Q3	$1.42M	Sell	29,189 -6,615	-18%	-$320K	0.26%	55
2018 Q2	$1.68M	Buy	35,804 +14,606	+69%	+$670K	0.33%	44
2018 Q1	$949K	Buy	+21,198	New	+$948K	0.21%	64

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

Wealthcare Advisory Partners's XMLV Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Invesco S&P MidCap Low Volatility ETF (XMLV) stake by 1.9% in Q2 2026, selling an estimated $9.77K and leaving 7,887 shares worth $523K. The position accounts for 0.01% of the portfolio, ranked #702.

Wealthcare Advisory Partners first reported a position in XMLV in Q1 2018 and has held it in 34 quarters since. The position peaked at $1.68M in Q2 2018. 189 funds tracked by Wall St. Rank hold XMLV as of Q2 2026.

Wealthcare Advisory Partners held 7,887 shares of Invesco S&P MidCap Low Volatility ETF worth $523K as of Q2 2026.
Wealthcare Advisory Partners sold 150 Invesco S&P MidCap Low Volatility ETF shares in Q2 2026, an estimated $9.77K.
Invesco S&P MidCap Low Volatility ETF made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #702 holding.
Wealthcare Advisory Partners first reported a position in Invesco S&P MidCap Low Volatility ETF in Q1 2018 and has held it in 34 quarters since.
Wealthcare Advisory Partners's Invesco S&P MidCap Low Volatility ETF position peaked at $1.68M in Q2 2018.
189 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.