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Ahrens Investment Partners’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Ahrens Investment Partners’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
2023
Q1 		$68.6K Buy
+1,308
New +$70.8K 0.03% 271
2022
Q3 		– Sell
-1,305
Closed -$67K – 938
2022
Q2 		$67K Buy
1,305
+1
+0.1% +$54 0.03% 282
2022
Q1 		$73K Buy
1,304
+201
+18% +$11K 0.02% 324
2021
Q4 		$64K Buy
+1,103
New +$61.6K 0.03% 370

Other funds holding XMLV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Ahrens Investment Partners's XMLV Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in Invesco S&P MidCap Low Volatility ETF (XMLV) in Q1 2023: 1,308 shares worth $68.6K. The stake represents 0.03% of the portfolio and ranks #271 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in XMLV as recently as Q2 2022.

Ahrens Investment Partners first reported a position in XMLV in Q4 2021 and has held it in 4 quarters since. The position peaked at $73K in Q1 2022. 190 funds tracked by Wall St. Rank hold XMLV as of Q1 2023.

  • Ahrens Investment Partners held 1,308 shares of Invesco S&P MidCap Low Volatility ETF worth $68.6K as of Q1 2023.
  • Invesco S&P MidCap Low Volatility ETF was a new Ahrens Investment Partners position in Q1 2023.
  • Invesco S&P MidCap Low Volatility ETF made up 0.03% of Ahrens Investment Partners's portfolio in Q1 2023, its #271 holding.
  • Ahrens Investment Partners first reported a position in Invesco S&P MidCap Low Volatility ETF in Q4 2021 and has held it in 4 quarters since.
  • Ahrens Investment Partners's Invesco S&P MidCap Low Volatility ETF position peaked at $73K in Q1 2022.
  • 190 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.