Atlas Private Wealth Advisors’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Atlas Private Wealth Advisors’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 Q4	–	Sell	-845	Closed	-$44K	–	721
2021 Q3	$44K	Hold	845	–	–	0.02%	248
2021 Q2	$45K	Buy	845 +87	+11%	+$4.7K	0.02%	245
2021 Q1	$40K	Buy	758 +148	+24%	+$7.45K	0.02%	255
2020 Q4	$29K	Buy	610 +115	+23%	+$5.18K	0.02%	289
2020 Q3	$21K	Buy	495 +265	+115%	+$11.3K	0.02%	304
2020 Q2	$10K	Buy	+230	New	+$9.51K	0.01%	413

Other funds holding XMLV

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Atlas Private Wealth Advisors's XMLV Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q4 2021, closing a stake of 845 shares — an estimated $44K sold.

Atlas Private Wealth Advisors first reported a position in XMLV in Q2 2020 and held it in 6 quarters. The position peaked at $45K in Q2 2021. 206 funds tracked by Wall St. Rank hold XMLV as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 845 Invesco S&P MidCap Low Volatility ETF shares in Q4 2021, an estimated $44K.
Atlas Private Wealth Advisors first reported a position in Invesco S&P MidCap Low Volatility ETF in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's Invesco S&P MidCap Low Volatility ETF position peaked at $45K in Q2 2021.
206 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.