Public ownership evidence

Invesco S&P MidCap Low Volatility ETF (XMLV) Ownership Disclosures

Read XMLV insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Invesco S&P MidCap Low Volatility ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
CARLSON FINANCIAL, INC.
Report period
2026-06-30
Available
2026-08-25
Reported shares
13,102
Value (USD)
$869,114
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0002085853-26-001066
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read XMLV fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read XMLV fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

Scroll sideways to compare all columns. Select a heading to sort.

CARLSON FINANCIAL, INC.2026-06-302026-08-2513,102$869,114None
CARLSON FINANCIAL, INC.2026-03-312026-08-2513,119$826,074None
CARLSON FINANCIAL, INC.2025-12-312026-08-2513,042$813,393None
ATX Financial Planning, LLC2026-06-302026-08-214,382$290,658None
Kingsview Wealth Management, LLC2026-06-302026-08-203,213$213,143None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-20107,604$7,137,360None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-1813,991$928,303None
Equitable Holdings, Inc.2026-06-302026-08-1819,347$1,283,232None
MCGUIRE CAPITAL ADVISORS INC2026-06-302026-08-1590$5,970None
Synergy Investment Management, LLC2026-06-302026-08-157,087$470,082None
MorganRosel Wealth Management, LLC2026-06-302026-08-1516,460$1,091,792None
Qube Research & Technologies Ltd2026-06-302026-08-15167$11,077None
IFG Advisory, LLC2026-06-302026-08-15116$7,694None
OSAIC HOLDINGS, INC.2026-06-302026-08-15381$25,272None
OSAIC HOLDINGS, INC.2026-06-302026-08-153,231$214,300None
OSAIC HOLDINGS, INC.2026-06-302026-08-1510,271$681,243None
OSAIC HOLDINGS, INC.2026-06-302026-08-1548,566$3,222,934None
Orion Porfolio Solutions, LLC2026-06-302026-08-1510,980$728,308None
HRT FINANCIAL LP2026-06-302026-08-156,384$423,000None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-159,165$607,914None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-151$68None
Waverly Advisors, LLC2026-06-302026-08-1510,399$689,741None
&PARTNERS2026-06-302026-08-155,406$358,590None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-15163,370$10,927,811None
AMERIPRISE FINANCIAL INC2026-06-302026-08-157,179$476,183None
AMERIPRISE FINANCIAL INC2026-06-302026-08-157,050$467,619None
AMERIPRISE FINANCIAL INC2026-06-302026-08-15159,734$10,600,034None
Harvest Investment Services, LLC2026-06-302026-08-155,957$395,096None
MAI Capital Management2026-06-302026-08-154,735$314,044None
Cerity Partners LLC2026-06-302026-08-157,202$477,734None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-158,853$587,219None
ROYAL BANK OF CANADA2026-06-302026-08-1572,445$4,805,000None
ROYAL BANK OF CANADA2026-06-302026-08-15153$10,000None
ROYAL BANK OF CANADA2026-06-302026-08-151,252$83,000None
CITADEL ADVISORS LLC2026-06-302026-08-158,363$554,718None
Larson Financial Group LLC2026-06-302026-08-15527$34,967None
Coppell Advisory Solutions LLC2026-06-302026-08-15100$418,438None
TWO SIGMA INVESTMENTS, LP2026-06-302026-08-1536,500$2,421,045None
GOLDMAN SACHS GROUP INC2026-06-302026-08-157,446$493,893None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-153,389$224,792None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1573,861$4,899,213None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15104,086$6,904,035None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1551,885$3,441,550None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1529,746$1,973,052None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1532,346$2,145,510None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1524,031$1,593,957None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1546,801$3,104,311None
Vanguard National Trust Co2026-06-302026-08-1427$1,791None
Allspring Global Investments Holdings, LLC2026-06-302026-08-14338$22,601None
Visionary Wealth Advisors2026-06-302026-08-1413,813$916,217None

90-day public filing window, up to 50 source positions.

CARLSON FINANCIAL, INC. ↗CARLSON FINANCIAL, INC. ↗CARLSON FINANCIAL, INC. ↗ATX Financial Planning, LLC ↗Kingsview Wealth Management, LLC ↗MERCER GLOBAL ADVISORS INC /ADV ↗UNITED CAPITAL FINANCIAL ADVISORS, LLC ↗Equitable Holdings, Inc. ↗MCGUIRE CAPITAL ADVISORS INC ↗Synergy Investment Management, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

Aurora · AI research assistant

Try this in Aurora

Edit the request, then open it in Aurora. You choose when to send it.