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Altshuler Shaham’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Altshuler Shaham’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
Q2 		– Sell
-338
Closed -$5K – 400
2019
Q1 		$5K Buy
+338
New +$16.2K ﹤0.01% 287

Other funds holding XMLV

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Altshuler Shaham's XMLV Position: Q2 2019 in Review

Altshuler Shaham sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q2 2019, closing a stake of 338 shares — an estimated $5K sold.

Altshuler Shaham first reported a position in XMLV in Q1 2019 and held it in 1 quarter. The position peaked at $5K in Q1 2019. 190 funds tracked by Wall St. Rank hold XMLV as of Q2 2019.

  • Altshuler Shaham reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q2 2019 after selling out during the quarter.
  • Altshuler Shaham sold 338 Invesco S&P MidCap Low Volatility ETF shares in Q2 2019, an estimated $5K.
  • Altshuler Shaham first reported a position in Invesco S&P MidCap Low Volatility ETF in Q1 2019 and held it in 1 quarter.
  • Altshuler Shaham's Invesco S&P MidCap Low Volatility ETF position peaked at $5K in Q1 2019.
  • 190 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q2 2019.

Based on Altshuler Shaham's 13F filing for Q2 2019, filed 6 Aug 2019.