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Atwood & Palmer’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Atwood & Palmer’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
Q2 		– Sell
-326
Closed -$17K – 456
2021
Q1 		$17K Buy
+326
New +$16.4K ﹤0.01% 311

Other funds holding XMLV

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

Atwood & Palmer's XMLV Position: Q2 2021 in Review

Atwood & Palmer sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q2 2021, closing a stake of 326 shares — an estimated $17K sold.

Atwood & Palmer first reported a position in XMLV in Q1 2021 and held it in 1 quarter. The position peaked at $17K in Q1 2021. 203 funds tracked by Wall St. Rank hold XMLV as of Q2 2021.

  • Atwood & Palmer reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q2 2021 after selling out during the quarter.
  • Atwood & Palmer sold 326 Invesco S&P MidCap Low Volatility ETF shares in Q2 2021, an estimated $17K.
  • Atwood & Palmer first reported a position in Invesco S&P MidCap Low Volatility ETF in Q1 2021 and held it in 1 quarter.
  • Atwood & Palmer's Invesco S&P MidCap Low Volatility ETF position peaked at $17K in Q1 2021.
  • 203 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q2 2021.

Based on Atwood & Palmer's 13F filing for Q2 2021, filed 26 Jul 2021.