WA
XMLV icon

Win Advisors’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Win Advisors’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
2025
Q3 		– Sell
-14,934
Closed -$921K – 80
2025
Q2 		$921K Sell
14,934
-182
-1% -$11.1K 0.44% 37
2025
Q1 		$933K Buy
15,116
+585
+4% +$35.9K 0.48% 36
2024
Q4 		$884K Sell
14,531
-2,640
-15% -$165K 0.43% 45
2024
Q3 		$1.05M Sell
17,171
-1,146
-6% -$66.9K 0.49% 36
2024
Q2 		$1.01M Sell
18,317
-1,081
-6% -$59.9K 0.45% 30
2024
Q1 		$1.09M Buy
19,398
+452
+2% +$24.4K 0.48% 34
2023
Q4 		$1.01M Buy
18,946
+3,095
+20% +$156K 0.46% 37
2023
Q3 		$779K Buy
+15,851
New +$818K 0.38% 30
2023
Q2 		– Sell
-15,813
Closed -$829K – 60
2023
Q1 		$829K Buy
15,813
+1,517
+11% +$82.1K 0.33% 25
2022
Q4 		$765K Buy
14,296
+349
+3% +$18.4K 0.29% 11
2022
Q3 		$670K Buy
13,947
+1,790
+15% +$94.5K 0.25% 5
2022
Q2 		$636K Sell
12,157
-2,759
-18% -$148K 1.25% 10
2022
Q1 		$832K Sell
14,916
-393
-3% -$21.6K 0.22% 38
2021
Q4 		$895K Buy
+15,309
New +$855K 0.21% 35

Other funds holding XMLV

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DC
Dorval Corp Maple Grove, Minnesota $322M AUM 7.74% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Win Advisors's XMLV Position: Q3 2025 in Review

Win Advisors sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q3 2025, closing a stake of 14,934 shares — an estimated $921K sold.

Win Advisors first reported a position in XMLV in Q4 2021 and held it in 14 quarters. The position peaked at $1.09M in Q1 2024. 194 funds tracked by Wall St. Rank hold XMLV as of Q3 2025.

  • Win Advisors reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q3 2025 after selling out during the quarter.
  • Win Advisors sold 14,934 Invesco S&P MidCap Low Volatility ETF shares in Q3 2025, an estimated $921K.
  • Win Advisors first reported a position in Invesco S&P MidCap Low Volatility ETF in Q4 2021 and held it in 14 quarters.
  • Win Advisors's Invesco S&P MidCap Low Volatility ETF position peaked at $1.09M in Q1 2024.
  • 194 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q3 2025.

Based on Win Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.