AIM
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Anchor Investment Management’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Anchor Investment Management’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
2023
Q2 		– Sell
-56
Closed -$2.93K – 1012
2023
Q1 		$2.93K Buy
+56
New +$3.03K ﹤0.01% 876

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UBS Group
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Cambridge Investment Research Advisors
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BCM
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PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

Anchor Investment Management's XMLV Position: Q2 2023 in Review

Anchor Investment Management sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q2 2023, closing a stake of 56 shares — an estimated $2.93K sold.

Anchor Investment Management first reported a position in XMLV in Q1 2023 and held it in 1 quarter. The position peaked at $2.93K in Q1 2023. 187 funds tracked by Wall St. Rank hold XMLV as of Q2 2023.

  • Anchor Investment Management reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q2 2023 after selling out during the quarter.
  • Anchor Investment Management sold 56 Invesco S&P MidCap Low Volatility ETF shares in Q2 2023, an estimated $2.93K.
  • Anchor Investment Management first reported a position in Invesco S&P MidCap Low Volatility ETF in Q1 2023 and held it in 1 quarter.
  • Anchor Investment Management's Invesco S&P MidCap Low Volatility ETF position peaked at $2.93K in Q1 2023.
  • 187 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q2 2023.

Based on Anchor Investment Management's 13F filing for Q2 2023, filed 2 Jan 2024.