Alpha Cubed Investments’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Alpha Cubed Investments’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
2019 Q1	–	Sell	-4,890	Closed	-$217K	–	260
2018 Q4	$217K	Buy	+4,890	New	+$229K	0.03%	191
2018 Q1	–	Sell	-4,944	Closed	-$224K	–	248
2017 Q4	$224K	Sell	4,944 -244	-5%	-$11.1K	0.03%	216
2017 Q3	$228K	Buy	+5,188	New	+$226K	0.03%	202

Other funds holding XMLV

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Alpha Cubed Investments's XMLV Position: Q1 2019 in Review

Alpha Cubed Investments sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q1 2019, closing a stake of 4,890 shares — an estimated $217K sold.

Alpha Cubed Investments first reported a position in XMLV in Q3 2017 and held it in 3 quarters. The position peaked at $228K in Q3 2017. 180 funds tracked by Wall St. Rank hold XMLV as of Q1 2019.

Alpha Cubed Investments reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q1 2019 after selling out during the quarter.
Alpha Cubed Investments sold 4,890 Invesco S&P MidCap Low Volatility ETF shares in Q1 2019, an estimated $217K.
Alpha Cubed Investments first reported a position in Invesco S&P MidCap Low Volatility ETF in Q3 2017 and held it in 3 quarters.
Alpha Cubed Investments's Invesco S&P MidCap Low Volatility ETF position peaked at $228K in Q3 2017.
180 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q1 2019.

Based on Alpha Cubed Investments's 13F filing for Q1 2019, filed 26 Apr 2019.