WMWM
XMLV icon

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

BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return
TBFA
Three Bearings Fiduciary Advisors Hampton, New Hampshire $112M AUM
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return