Avantax Planning Partners’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Avantax Planning Partners’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
2023 Q2	–	Sell	-5,441	Closed	-$285K	–	392
2023 Q1	$285K	Hold	5,441	–	–	0.01%	305
2022 Q4	$291K	Buy	+5,441	New	+$286K	0.01%	305
2018 Q4	–	Sell	-683	Closed	-$33K	–	1223
2018 Q3	$33K	Buy	+683	New	+$33K	﹤0.01%	583

Other funds holding XMLV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

BCM

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Avantax Planning Partners's XMLV Position: Q2 2023 in Review

Avantax Planning Partners sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q2 2023, closing a stake of 5,441 shares — an estimated $285K sold.

Avantax Planning Partners first reported a position in XMLV in Q3 2018 and held it in 3 quarters. The position peaked at $291K in Q4 2022. 187 funds tracked by Wall St. Rank hold XMLV as of Q2 2023.

Avantax Planning Partners reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q2 2023 after selling out during the quarter.
Avantax Planning Partners sold 5,441 Invesco S&P MidCap Low Volatility ETF shares in Q2 2023, an estimated $285K.
Avantax Planning Partners first reported a position in Invesco S&P MidCap Low Volatility ETF in Q3 2018 and held it in 3 quarters.
Avantax Planning Partners's Invesco S&P MidCap Low Volatility ETF position peaked at $291K in Q4 2022.
187 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q2 2023.

Based on Avantax Planning Partners's 13F filing for Q2 2023, filed 18 Jul 2023.