XMLV — INVESCO S&P MIDCAP LOW VOLATILITY ETF

Ownership history in EverSource Wealth Advisors, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which EverSource Wealth Advisors, LLC reported a position in INVESCO S&P MIDCAP LOW VOLATILITY ETF (XMLV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 860 — 0% 0.00% $55K $63.13
2025 Q2 INITIATED 860 — — 0.00% $53K $60.82
% of Fund (quarterly)    XMLV price (monthly, adj. close)

Other funds also holding XMLV

As of 2025 Q4 — sorted by position size

DORVAL Corp 5.06% PFS Partners, LLC 3.65% Portland Financial Advisors Inc 1.47% Johnson & White Wealth Management, LLC 3Y 0.92% BOOTHBAY FUND MANAGEMENT, LLC 3Y 7Y 0.69% Investment Partners Asset Management, Inc. 0.65% PACIFIC SUN FINANCIAL CORP 3Y 7Y 0.61% WBI INVESTMENTS, LLC 3Y 7Y 0.37% Destiny Capital Corp/CO 3Y 0.36% MONEYWISE, INC. 3Y 7Y 0.34%
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