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Advisor OS’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Advisor OS’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
Q1 		– Sell
-14,075
Closed -$593K – 212
2020
Q4 		$593K Buy
+14,075
New +$634K 0.16% 77

Other funds holding XMLV

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Advisor OS's XMLV Position: Q1 2021 in Review

Advisor OS sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q1 2021, closing a stake of 14,075 shares — an estimated $593K sold.

Advisor OS first reported a position in XMLV in Q4 2020 and held it in 1 quarter. The position peaked at $593K in Q4 2020. 204 funds tracked by Wall St. Rank hold XMLV as of Q1 2021.

  • Advisor OS reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q1 2021 after selling out during the quarter.
  • Advisor OS sold 14,075 Invesco S&P MidCap Low Volatility ETF shares in Q1 2021, an estimated $593K.
  • Advisor OS first reported a position in Invesco S&P MidCap Low Volatility ETF in Q4 2020 and held it in 1 quarter.
  • Advisor OS's Invesco S&P MidCap Low Volatility ETF position peaked at $593K in Q4 2020.
  • 204 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q1 2021.

Based on Advisor OS's 13F filing for Q1 2021, filed 13 May 2021.