B. Riley Wealth Advisors’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

B. Riley Wealth Advisors’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 Q3	–	Sell	-6,436	Closed	-$345K	–	1482
2021 Q2	$345K	Sell	6,436 -802	-11%	-$43.4K	0.01%	948
2021 Q1	$379K	Buy	+7,238	New	+$364K	0.01%	871
2020 Q3	–	Sell	-6,773	Closed	-$281K	–	985
2020 Q2	$281K	Sell	6,773 -1,106	-14%	-$45.7K	0.02%	651
2020 Q1	$314K	Sell	7,879 -23,428	-75%	-$1.16M	0.03%	525
2019 Q4	$1.69M	Buy	31,307 +3,237	+12%	+$171K	0.14%	162
2019 Q3	$1.48M	Buy	28,070 +3,850	+16%	+$200K	0.15%	158
2019 Q2	$1.24M	Buy	24,220 +19,986	+472%	+$1.01M	0.14%	163
2019 Q1	$211K	Buy	+4,234	New	+$203K	0.03%	640
2015 Q1	–	Sell	-627	Closed	-$21K	–	2013
2014 Q4	$21K	Buy	+627	New	+$19.9K	﹤0.01%	2530
2014 Q3	–	Sell	-427	Closed	-$13.4K	–	1918
2014 Q2	$13.4K	Buy	+427	New	+$12.8K	﹤0.01%	1653

Other funds holding XMLV

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

B. Riley Wealth Advisors's XMLV Position: Q3 2021 in Review

B. Riley Wealth Advisors sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q3 2021, closing a stake of 6,436 shares — an estimated $345K sold.

B. Riley Wealth Advisors first reported a position in XMLV in Q2 2014 and held it in 10 quarters. The position peaked at $1.69M in Q4 2019. 186 funds tracked by Wall St. Rank hold XMLV as of Q3 2021.

B. Riley Wealth Advisors reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q3 2021 after selling out during the quarter.
B. Riley Wealth Advisors sold 6,436 Invesco S&P MidCap Low Volatility ETF shares in Q3 2021, an estimated $345K.
B. Riley Wealth Advisors first reported a position in Invesco S&P MidCap Low Volatility ETF in Q2 2014 and held it in 10 quarters.
B. Riley Wealth Advisors's Invesco S&P MidCap Low Volatility ETF position peaked at $1.69M in Q4 2019.
186 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q3 2021.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2021, filed 16 Nov 2021.