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 $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

BCM

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

RJFSA

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

Arcadia Investment Management's XMLV Position: Q4 2020 in Review

Arcadia Investment Management sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q4 2020, closing a stake of 304 shares — an estimated $13K sold.

Arcadia Investment Management first reported a position in XMLV in Q3 2017 and held it in 13 quarters. The position peaked at $16K in Q4 2019. 219 funds tracked by Wall St. Rank hold XMLV as of Q4 2020.

Arcadia Investment Management reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q4 2020 after selling out during the quarter.
Arcadia Investment Management sold 304 Invesco S&P MidCap Low Volatility ETF shares in Q4 2020, an estimated $13K.
Arcadia Investment Management first reported a position in Invesco S&P MidCap Low Volatility ETF in Q3 2017 and held it in 13 quarters.
Arcadia Investment Management's Invesco S&P MidCap Low Volatility ETF position peaked at $16K in Q4 2019.
219 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q4 2020.

Based on Arcadia Investment Management's 13F filing for Q4 2020, filed 11 Feb 2021.