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

Arcadia 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
2020 Q4	–	Sell	-304	Closed	-$13K	–	281
2020 Q3	$13K	Hold	304	–	–	﹤0.01%	252
2020 Q2	$13K	Hold	304	–	–	﹤0.01%	244
2020 Q1	$12K	Hold	304	–	–	﹤0.01%	263
2019 Q4	$16K	Hold	304	–	–	﹤0.01%	255
2019 Q3	$16K	Hold	304	–	–	﹤0.01%	260
2019 Q2	$16K	Hold	304	–	–	﹤0.01%	274
2019 Q1	$15K	Hold	304	–	–	﹤0.01%	255
2018 Q4	$13K	Hold	304	–	–	﹤0.01%	250
2018 Q3	$15K	Hold	304	–	–	﹤0.01%	289
2018 Q2	$14K	Hold	304	–	–	﹤0.01%	298
2018 Q1	$14K	Hold	304	–	–	﹤0.01%	302
2017 Q4	$14K	Hold	304	–	–	﹤0.01%	315
2017 Q3	$13K	Buy	+304	New	+$13.2K	﹤0.01%	327

Other funds holding XMLV

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

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

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

Commonwealth Equity Services

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

Bank of America

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

Envestnet Asset Management

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

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