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

Baystate 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
2020 Q4	–	Sell	-519	Closed	-$22K	–	775
2020 Q3	$22K	Buy	519 +3	+0.6%	+$128	﹤0.01%	313
2020 Q2	$21K	Buy	516 +3	+0.6%	+$124	﹤0.01%	305
2020 Q1	$20K	Buy	513 +4	+0.8%	+$199	﹤0.01%	282
2019 Q4	$27K	Buy	+509	New	+$27K	﹤0.01%	292
2018 Q4	–	Sell	-353	Closed	-$17K	–	723
2018 Q3	$17K	Buy	353 +1	+0.3%	+$48	﹤0.01%	321
2018 Q2	$17K	Buy	352 +2	+0.6%	+$92	﹤0.01%	313
2018 Q1	$16K	Buy	+350	New	+$15.7K	﹤0.01%	316

Other funds holding XMLV

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

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

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

BCM

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Baystate Wealth Management's XMLV Position: Q4 2020 in Review

Baystate Wealth Management sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q4 2020, closing a stake of 519 shares — an estimated $22K sold.

Baystate Wealth Management first reported a position in XMLV in Q1 2018 and held it in 7 quarters. The position peaked at $27K in Q4 2019. 219 funds tracked by Wall St. Rank hold XMLV as of Q4 2020.

Baystate Wealth Management reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q4 2020 after selling out during the quarter.
Baystate Wealth Management sold 519 Invesco S&P MidCap Low Volatility ETF shares in Q4 2020, an estimated $22K.
Baystate Wealth Management first reported a position in Invesco S&P MidCap Low Volatility ETF in Q1 2018 and held it in 7 quarters.
Baystate Wealth Management's Invesco S&P MidCap Low Volatility ETF position peaked at $27K in Q4 2019.
219 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q4 2020.

Based on Baystate Wealth Management's 13F filing for Q4 2020, filed 15 Jan 2021.