XMLV Invesco S&P MidCap Low Volatility ETF

Ownership history in MassMutual Private Wealth & Trust, FSB  ·  23 quarters on record

AI Ownership Summary

MassMutual Private Wealth & Trust, FSB reported Invesco S&P MidCap Low Volatility ETF (XMLV) in 23 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.04% in 2026 Q1. The latest visible filing shows XMLV at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this XMLV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MassMutual Private Wealth & Trust, FSB's position in Invesco S&P MidCap Low Volatility ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

XMLV was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How MassMutual Private Wealth & Trust, FSB held XMLV — position size vs. price
% of Fund (quarterly)    XMLV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 24,216 +4,536 +23.0% 0.04% $1.5M 2026-04-13 $65.12
2025 Q4 ADDED 19,680 +1,371 +7.5% 0.03% $1.2M 2026-01-07 $62.27
2025 Q3 ADDED 18,309 +924 +5.3% 0.03% $1.2M 2025-10-22 $62.25
2025 Q2 ADDED 17,385 +891 +5.4% 0.03% $1.1M 2025-07-09 $60.69
2025 Q1 ADDED 16,494 +7,856 +90.9% 0.03% $1.0M 2025-04-01 $60.17
2024 Q4 ADDED 8,638 +7,678 +799.8% 0.01% $525K 2025-01-16 $59.46
2024 Q3 ADDED 960 +499 +108.2% 0.00% $59K 2024-10-02 $58.19
2024 Q1 UNCHANGED 461 0% 0.00% $26K 2024-04-09 $52.86
2023 Q4 UNCHANGED 461 0% 0.00% $25K 2024-01-03 $49.56
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About MassMutual Private Wealth & Trust, FSB and XMLV

These are the practical questions this page is built to answer before you even open the full history table.

How long has MassMutual Private Wealth & Trust, FSB reported owning XMLV?

MassMutual Private Wealth & Trust, FSB reported XMLV across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported XMLV position in MassMutual Private Wealth & Trust, FSB's portfolio?

The largest reported portfolio weight for XMLV was 0.04% in 2026 Q1.

What is the latest reported XMLV position on this page?

The most recent filing on this page is 2026 Q1, when MassMutual Private Wealth & Trust, FSB reported 24,216 shares, equal to 0.04% of portfolio, with an estimated market value of $1.5M.

What does the chart on this XMLV ownership page compare?

The chart compares MassMutual Private Wealth & Trust, FSB's quarterly XMLV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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