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Atria Investments’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Atria Investments’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
Q1 		– Sell
-25,264
Closed -$1.36M – 1214
2019
Q4 		$1.36M Sell
25,264
-10,502
-29% -$556K 0.04% 429
2019
Q3 		$1.88M Sell
35,766
-400
-1% -$20.7K 0.07% 246
2019
Q2 		$1.85M Sell
36,166
-58,221
-62% -$2.95M 0.07% 242
2019
Q1 		$4.69M Buy
+94,387
New +$4.53M 0.2% 100
2018
Q4 		– Sell
-4,505
Closed -$216K – 1024
2018
Q3 		$216K Sell
4,505
-149,398
-97% -$7.23M 0.01% 905
2018
Q2 		$7.24M Buy
+153,903
New +$7.06M 0.32% 54

Other funds holding XMLV

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return