Ameritas Investment Company’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Ameritas Investment Company’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 Q3	$1.57M	Buy	29,902 +6,461	+28%	+$350K	0.07%	214
2021 Q2	$1.57M	Buy	23,441 +14,994	+178%	+$810K	0.08%	218
2021 Q1	$442K	Sell	8,447 -14,148	-63%	-$712K	0.04%	375
2020 Q4	$1.09M	Buy	+22,595	New	+$1.02M	0.21%	118
2020 Q3	–	Sell	-26,460	Closed	-$1.09M	–	339
2020 Q2	$1.09M	Buy	26,460 +3,269	+14%	+$135K	0.32%	83
2020 Q1	$909K	Buy	+23,191	New	+$1.15M	0.15%	124
2019 Q4	–	Sell	-6,376	Closed	-$335K	–	1526
2019 Q3	$335K	Buy	+6,376	New	+$331K	0.07%	249
2019 Q2	–	Sell	-8,284	Closed	-$411K	–	896
2019 Q1	$411K	Buy	+8,284	New	+$398K	0.08%	203

Other funds holding XMLV

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

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

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

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

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

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

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

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

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

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

Ameritas Investment Company's XMLV Position: Q3 2021 in Review

Ameritas Investment Company increased its Invesco S&P MidCap Low Volatility ETF (XMLV) stake by 28% in Q3 2021, buying an estimated $350K and bringing the position to 29,902 shares worth $1.57M. The position accounts for 0.07% of the portfolio, ranked #214.

Ameritas Investment Company first reported a position in XMLV in Q1 2019 and has held it in 8 quarters since. The position peaked at $1.57M in Q2 2021. 186 funds tracked by Wall St. Rank hold XMLV as of Q3 2021.

Ameritas Investment Company held 29,902 shares of Invesco S&P MidCap Low Volatility ETF worth $1.57M as of Q3 2021.
Ameritas Investment Company bought 6,461 Invesco S&P MidCap Low Volatility ETF shares in Q3 2021, an estimated $350K.
Invesco S&P MidCap Low Volatility ETF made up 0.07% of Ameritas Investment Company's portfolio in Q3 2021, its #214 holding.
Ameritas Investment Company first reported a position in Invesco S&P MidCap Low Volatility ETF in Q1 2019 and has held it in 8 quarters since.
Ameritas Investment Company's Invesco S&P MidCap Low Volatility ETF position peaked at $1.57M in Q2 2021.
186 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q3 2021.

Based on Ameritas Investment Company's 13F filing for Q3 2021, filed 12 Nov 2021.