WhitTier Trust Company’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-85
Closed -$5.37K 1469
2025
Q4
$5.37K Hold
85
﹤0.01% 1072
2025
Q3
$5.39K Buy
+85
New +$5.33K ﹤0.01% 1066

Other funds holding XMLV

WhitTier Trust Company's XMLV Position: Q1 2026 in Review

WhitTier Trust Company sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q1 2026, closing a stake of 85 shares — an estimated $5.37K sold.

WhitTier Trust Company first reported a position in XMLV in Q3 2025 and held it in 2 quarters. The position peaked at $5.39K in Q3 2025. 187 funds tracked by Wall St. Rank hold XMLV as of Q1 2026.

  • WhitTier Trust Company reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q1 2026 after selling out during the quarter.
  • WhitTier Trust Company sold 85 Invesco S&P MidCap Low Volatility ETF shares in Q1 2026, an estimated $5.37K.
  • WhitTier Trust Company first reported a position in Invesco S&P MidCap Low Volatility ETF in Q3 2025 and held it in 2 quarters.
  • WhitTier Trust Company's Invesco S&P MidCap Low Volatility ETF position peaked at $5.39K in Q3 2025.
  • 187 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q1 2026.

Based on WhitTier Trust Company's 13F filing for Q1 2026, filed 28 Apr 2026.