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1776 Wealth’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

1776 Wealth’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
2020
Q2 		– Sell
-33,948
Closed -$1.35M – 349
2020
Q1 		$1.35M Sell
33,948
-6,298
-16% -$313K 1.13% 17
2019
Q4 		$2.17M Buy
+40,246
New +$2.13M 1.84% 10

Other funds holding XMLV

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

1776 Wealth's XMLV Position: Q2 2020 in Review

1776 Wealth sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q2 2020, closing a stake of 33,948 shares — an estimated $1.35M sold.

1776 Wealth first reported a position in XMLV in Q4 2019 and held it in 2 quarters. The position peaked at $2.17M in Q4 2019. 202 funds tracked by Wall St. Rank hold XMLV as of Q2 2020.

  • 1776 Wealth reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q2 2020 after selling out during the quarter.
  • 1776 Wealth sold 33,948 Invesco S&P MidCap Low Volatility ETF shares in Q2 2020, an estimated $1.35M.
  • 1776 Wealth first reported a position in Invesco S&P MidCap Low Volatility ETF in Q4 2019 and held it in 2 quarters.
  • 1776 Wealth's Invesco S&P MidCap Low Volatility ETF position peaked at $2.17M in Q4 2019.
  • 202 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q2 2020.

Based on 1776 Wealth's 13F filing for Q2 2020, filed 4 Aug 2020.