Whitaker-Myers Wealth Managers’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Whitaker-Myers Wealth Managers’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	$335K	Sell	5,314 -236	-4%	-$15.9K	0.05%	98
2026 Q2	$368K	Sell	5,550 -469	-8%	-$30.5K	0.06%	95
2026 Q1	$379K	Sell	6,019 -739	-11%	-$47.8K	0.08%	92
2025 Q4	$422K	Sell	6,758 -1,023	-13%	-$64.2K	0.09%	92
2025 Q3	$495K	Buy	7,781 +6	+0.1%	+$376	0.11%	87
2025 Q2	$479K	Buy	7,775 +62	+0.8%	+$3.76K	0.12%	78
2025 Q1	$476K	Buy	7,713 +57	+0.7%	+$3.5K	0.13%	64
2024 Q4	$466K	Buy	7,656 +48	+0.6%	+$3K	0.14%	64
2024 Q3	$464K	Sell	7,608 -276	-4%	-$16.1K	0.15%	62
2024 Q2	$435K	Buy	7,884 +204	+3%	+$11.3K	0.16%	61
2024 Q1	$433K	Sell	7,680 -100	-1%	-$5.39K	0.18%	62
2023 Q4	$414K	Sell	7,780 -365	-4%	-$18.4K	0.21%	58
2023 Q3	$400K	Sell	8,145 -607	-7%	-$31.3K	0.25%	54
2023 Q2	$453K	Sell	8,752 -1,429	-14%	-$73.4K	0.3%	48
2023 Q1	$533K	Sell	10,181 -743	-7%	-$40.2K	0.41%	43
2022 Q4	$584K	Buy	+10,924	New	+$574K	0.56%	41

Other funds holding XMLV

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

SIA

Schear Investment Advisers Cincinnati, Ohio $821M AUM 70.65% 1-Year Est. Return

Tempo Wealth Independence, Ohio $821M AUM 25.02% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

AWM

Accel Wealth Management Waverly, Iowa $464M AUM 21.88% 1-Year Est. Return

Whitaker-Myers Wealth Managers's XMLV Position: Q3 2026 in Review

Whitaker-Myers Wealth Managers reduced its Invesco S&P MidCap Low Volatility ETF (XMLV) stake by 4.3% in Q3 2026, selling an estimated $15.9K and leaving 5,314 shares worth $335K. The position accounts for 0.05% of the portfolio, ranked #98.

Whitaker-Myers Wealth Managers first reported a position in XMLV in Q4 2022 and has held it in 16 quarters since. The position peaked at $584K in Q4 2022. 17 funds tracked by Wall St. Rank hold XMLV as of Q3 2026.

Whitaker-Myers Wealth Managers held 5,314 shares of Invesco S&P MidCap Low Volatility ETF worth $335K as of Q3 2026.
Whitaker-Myers Wealth Managers sold 236 Invesco S&P MidCap Low Volatility ETF shares in Q3 2026, an estimated $15.9K.
Invesco S&P MidCap Low Volatility ETF made up 0.05% of Whitaker-Myers Wealth Managers's portfolio in Q3 2026, its #98 holding.
Whitaker-Myers Wealth Managers first reported a position in Invesco S&P MidCap Low Volatility ETF in Q4 2022 and has held it in 16 quarters since.
Whitaker-Myers Wealth Managers's Invesco S&P MidCap Low Volatility ETF position peaked at $584K in Q4 2022.
17 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q3 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.