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

Almanack 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
2022 Q2	–	Sell	-243,584	Closed	-$13.6M	–	522
2022 Q1	$13.6M	Buy	+243,584	New	+$13.4M	1.18%	15
2019 Q4	–	Sell	-115,707	Closed	-$6.09M	–	234
2019 Q3	$6.09M	Buy	+115,707	New	+$6M	1.18%	25
2018 Q2	–	Sell	-9,002	Closed	-$403K	–	182
2018 Q1	$403K	Sell	9,002 -5,048	-36%	-$226K	0.15%	59
2017 Q4	$638K	Buy	+14,050	New	+$637K	0.25%	43

Other funds holding XMLV

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CPA

Capital Planning Advisors Roseville, California $692M AUM 21.81% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Almanack Investment Partners's XMLV Position: Q2 2022 in Review

Almanack Investment Partners sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q2 2022, closing a stake of 243,584 shares — an estimated $13.6M sold.

Almanack Investment Partners first reported a position in XMLV in Q4 2017 and held it in 4 quarters. The position peaked at $13.6M in Q1 2022. 189 funds tracked by Wall St. Rank hold XMLV as of Q2 2022.

Almanack Investment Partners reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q2 2022 after selling out during the quarter.
Almanack Investment Partners sold 243,584 Invesco S&P MidCap Low Volatility ETF shares in Q2 2022, an estimated $13.6M.
Almanack Investment Partners first reported a position in Invesco S&P MidCap Low Volatility ETF in Q4 2017 and held it in 4 quarters.
Almanack Investment Partners's Invesco S&P MidCap Low Volatility ETF position peaked at $13.6M in Q1 2022.
189 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q2 2022.

Based on Almanack Investment Partners's 13F filing for Q2 2022, filed 12 Aug 2022.