20/20 Capital Management’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

20/20 Capital Management’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 Q4	–	Sell	-141,242	Closed	-$5.88M	–	176
2020 Q3	$5.88M	Sell	141,242 -11,621	-8%	-$495K	2.21%	10
2020 Q2	$6.7M	Sell	152,863 -98,850	-39%	-$4.08M	2.59%	10
2020 Q1	$10.2M	Buy	251,713 +10,734	+4%	+$534K	4.59%	5
2019 Q4	$13.2M	Buy	+240,979	New	+$12.8M	5.31%	5

Other funds holding XMLV

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

20/20 Capital Management's XMLV Position: Q4 2020 in Review

20/20 Capital Management sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q4 2020, closing a stake of 141,242 shares — an estimated $5.88M sold.

20/20 Capital Management first reported a position in XMLV in Q4 2019 and held it in 4 quarters. The position peaked at $13.2M in Q4 2019. 219 funds tracked by Wall St. Rank hold XMLV as of Q4 2020.

20/20 Capital Management reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q4 2020 after selling out during the quarter.
20/20 Capital Management sold 141,242 Invesco S&P MidCap Low Volatility ETF shares in Q4 2020, an estimated $5.88M.
20/20 Capital Management first reported a position in Invesco S&P MidCap Low Volatility ETF in Q4 2019 and held it in 4 quarters.
20/20 Capital Management's Invesco S&P MidCap Low Volatility ETF position peaked at $13.2M in Q4 2019.
219 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q4 2020.

Based on 20/20 Capital Management's 13F filing for Q4 2020, filed 3 Feb 2021.