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

Acorn Wealth Advisors’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
2021 Q2	–	Sell	-5,181	Closed	-$271K	–	175
2021 Q1	$271K	Sell	5,181 -1,502	-22%	-$75.6K	0.19%	121
2020 Q4	$322K	Sell	6,683 -16,753	-71%	-$755K	0.25%	98
2020 Q3	$976K	Sell	23,436 -18,882	-45%	-$804K	0.86%	22
2020 Q2	$1.75M	Buy	42,318 +1,425	+3%	+$58.9K	1.63%	15
2020 Q1	$1.62M	Sell	40,893 -9,613	-19%	-$478K	1.81%	12
2019 Q4	$2.68M	Buy	50,506 +2,515	+5%	+$133K	2.26%	10
2019 Q3	$2.53M	Buy	47,991 +19,803	+70%	+$1.03M	2.18%	10
2019 Q2	$1.46M	Buy	+28,188	New	+$1.43M	1.33%	17

Other funds holding XMLV

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

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

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

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

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

Acorn Wealth Advisors's XMLV Position: Q2 2021 in Review

Acorn Wealth Advisors sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q2 2021, closing a stake of 5,181 shares — an estimated $271K sold.

Acorn Wealth Advisors first reported a position in XMLV in Q2 2019 and held it in 8 quarters. The position peaked at $2.68M in Q4 2019. 203 funds tracked by Wall St. Rank hold XMLV as of Q2 2021.

Acorn Wealth Advisors reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q2 2021 after selling out during the quarter.
Acorn Wealth Advisors sold 5,181 Invesco S&P MidCap Low Volatility ETF shares in Q2 2021, an estimated $271K.
Acorn Wealth Advisors first reported a position in Invesco S&P MidCap Low Volatility ETF in Q2 2019 and held it in 8 quarters.
Acorn Wealth Advisors's Invesco S&P MidCap Low Volatility ETF position peaked at $2.68M in Q4 2019.
203 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q2 2021.

Based on Acorn Wealth Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.