Avior Wealth Management’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Avior Wealth Management’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 Q4	–	Sell	-97	Closed	-$4.77K	–	1674
2023 Q3	$4.77K	Hold	97	–	–	﹤0.01%	1202
2023 Q2	$5.02K	Hold	97	–	–	﹤0.01%	1166
2023 Q1	$5.08K	Hold	97	–	–	﹤0.01%	1196
2022 Q4	$5.19K	Hold	97	–	–	﹤0.01%	948
2022 Q3	$4K	Buy	+97	New	+$5.12K	﹤0.01%	969

Other funds holding XMLV

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

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

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

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

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

Avior Wealth Management's XMLV Position: Q4 2023 in Review

Avior Wealth Management sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q4 2023, closing a stake of 97 shares — an estimated $4.77K sold.

Avior Wealth Management first reported a position in XMLV in Q3 2022 and held it in 5 quarters. The position peaked at $5.19K in Q4 2022. 189 funds tracked by Wall St. Rank hold XMLV as of Q4 2023.

Avior Wealth Management reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q4 2023 after selling out during the quarter.
Avior Wealth Management sold 97 Invesco S&P MidCap Low Volatility ETF shares in Q4 2023, an estimated $4.77K.
Avior Wealth Management first reported a position in Invesco S&P MidCap Low Volatility ETF in Q3 2022 and held it in 5 quarters.
Avior Wealth Management's Invesco S&P MidCap Low Volatility ETF position peaked at $5.19K in Q4 2022.
189 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q4 2023.

Based on Avior Wealth Management's 13F filing for Q4 2023, filed 30 Jan 2024.