AWA
XMLV icon

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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return