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 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

Wells Fargo San Francisco, California $617B AUM 30.33% 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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BCM

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

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

Atria Investments's XMLV Position: Q1 2020 in Review

Atria Investments sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q1 2020, closing a stake of 25,264 shares — an estimated $1.36M sold.

Atria Investments first reported a position in XMLV in Q2 2018 and held it in 6 quarters. The position peaked at $7.24M in Q2 2018. 228 funds tracked by Wall St. Rank hold XMLV as of Q1 2020.

Atria Investments reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q1 2020 after selling out during the quarter.
Atria Investments sold 25,264 Invesco S&P MidCap Low Volatility ETF shares in Q1 2020, an estimated $1.36M.
Atria Investments first reported a position in Invesco S&P MidCap Low Volatility ETF in Q2 2018 and held it in 6 quarters.
Atria Investments's Invesco S&P MidCap Low Volatility ETF position peaked at $7.24M in Q2 2018.
228 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q1 2020.

Based on Atria Investments's 13F filing for Q1 2020, filed 15 May 2020.