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Albion Financial Group’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Albion Financial Group’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
Q4 		– Sell
-15
Closed -$1K – 699
2021
Q3 		$1K Hold
15
– – ﹤0.01% 510
2021
Q2 		$1K Buy
+15
New +$811 ﹤0.01% 508
2020
Q4 		$1K Buy
+15
New +$676 ﹤0.01% 478

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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Albion Financial Group's XMLV Position: Q4 2021 in Review

Albion Financial Group sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q4 2021, closing a stake of 15 shares — an estimated $1K sold.

Albion Financial Group first reported a position in XMLV in Q4 2020 and held it in 3 quarters. The position peaked at $1K in Q3 2021. 207 funds tracked by Wall St. Rank hold XMLV as of Q4 2021.

  • Albion Financial Group reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q4 2021 after selling out during the quarter.
  • Albion Financial Group sold 15 Invesco S&P MidCap Low Volatility ETF shares in Q4 2021, an estimated $1K.
  • Albion Financial Group first reported a position in Invesco S&P MidCap Low Volatility ETF in Q4 2020 and held it in 3 quarters.
  • Albion Financial Group's Invesco S&P MidCap Low Volatility ETF position peaked at $1K in Q3 2021.
  • 207 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q4 2021.

Based on Albion Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.