Avantax Advisory Services’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $672K | Buy |
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|
2025
Q1 | $586K | Sell |
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|
2024
Q4 | $594K | Sell |
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|
2024
Q3 | $756K | Sell |
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|
2024
Q2 | $991K | Sell |
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|
2024
Q1 | $1.58M | Sell |
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|
2023
Q4 | $1.93M | Sell |
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|
2023
Q3 | $2.01M | Buy |
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|
2023
Q2 | $410K | Buy |
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|
2023
Q1 | $392K | Sell |
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|
2022
Q4 | $433K | Buy |
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|
2022
Q3 | $383K | Buy |
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|
2022
Q2 | $366K | Sell |
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|
2022
Q1 | $501K | Buy |
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|
2021
Q4 | $526K | Sell |
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|
2021
Q3 | $537K | Sell |
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|
2021
Q2 | $552K | Sell |
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|
2021
Q1 | $628K | Sell |
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|
2020
Q4 | $608K | Sell |
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|
2020
Q3 | $4.07M | Buy |
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|
2020
Q2 | $500K | Buy |
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|
2020
Q1 | $333K | Buy |
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|
2019
Q4 | $390K | Buy |
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|
2019
Q3 | $286K | Buy |
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|
2019
Q2 | $246K | Buy |
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|
2019
Q1 | $214K | Buy |
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