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 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

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

Whitaker-Myers Wealth Managers's XMLV Position: Q2 2026 in Review

Whitaker-Myers Wealth Managers reduced its Invesco S&P MidCap Low Volatility ETF (XMLV) stake by 7.8% in Q2 2026, selling an estimated $30.5K and leaving 5,550 shares worth $368K. The position accounts for 0.06% of the portfolio, ranked #95.

Whitaker-Myers Wealth Managers first reported a position in XMLV in Q4 2022 and has held it in 15 quarters since. The position peaked at $584K in Q4 2022. 189 funds tracked by Wall St. Rank hold XMLV as of Q2 2026.

Whitaker-Myers Wealth Managers held 5,550 shares of Invesco S&P MidCap Low Volatility ETF worth $368K as of Q2 2026.
Whitaker-Myers Wealth Managers sold 469 Invesco S&P MidCap Low Volatility ETF shares in Q2 2026, an estimated $30.5K.
Invesco S&P MidCap Low Volatility ETF made up 0.06% of Whitaker-Myers Wealth Managers's portfolio in Q2 2026, its #95 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 15 quarters since.
Whitaker-Myers Wealth Managers's Invesco S&P MidCap Low Volatility ETF position peaked at $584K in Q4 2022.
189 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q2 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q2 2026, filed 9 Jul 2026.