AWM
Accel Wealth Management’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $382K | Buy |
6,198
+292
| +5% | +$18K | 0.13% | 168 |
|
|
2025
Q1 | $365K | Sell |
5,906
-284
| -5% | -$17.5K | 0.13% | 160 |
|
|
2024
Q4 | $376K | Buy |
6,190
+27
| +0.4% | +$1.64K | 0.14% | 154 |
|
|
2024
Q3 | $376K | Sell |
6,163
-505
| -8% | -$30.8K | 0.14% | 161 |
|
|
2024
Q2 | $368K | Buy |
6,668
+648
| +11% | +$35.8K | 0.15% | 146 |
|
|
2024
Q1 | $340K | Sell |
6,020
-118
| -2% | -$6.66K | 0.14% | 144 |
|
|
2023
Q4 | $326K | Buy |
6,138
+15
| +0.2% | +$798 | 0.16% | 132 |
|
|
2023
Q3 | $301K | Buy |
6,123
+8
| +0.1% | +$393 | 0.17% | 124 |
|
|
2023
Q2 | $316K | Buy |
6,115
+9
| +0.1% | +$466 | 0.17% | 119 |
|
|
2023
Q1 | $320K | Buy |
6,106
+1,162
| +24% | +$60.9K | 0.13% | 158 |
|
|
2022
Q4 | $264K | Buy |
4,944
+3
| +0.1% | +$160 | 0.13% | 132 |
|
|
2022
Q3 | $249K | Sell |
4,941
-249
| -5% | -$12.5K | 0.13% | 145 |
|
|
2022
Q2 | $267K | Buy |
5,190
+6
| +0.1% | +$309 | 0.15% | 126 |
|
|
2022
Q1 | $293K | Sell |
5,184
-95
| -2% | -$5.37K | 0.15% | 118 |
|
|
2021
Q4 | $309K | Buy |
5,279
+1,233
| +30% | +$72.2K | 0.15% | 115 |
|
|
2021
Q3 | $212K | Buy |
4,046
+4
| +0.1% | +$210 | 0.14% | 128 |
|
|
2021
Q2 | $216K | Sell |
4,042
-98
| -2% | -$5.24K | 0.14% | 135 |
|
|
2021
Q1 | $217K | Sell |
4,140
-859
| -17% | -$45K | 0.18% | 122 |
|
|
2020
Q4 | $241K | Buy |
+4,999
| New | +$241K | 0.22% | 99 |
|