BB&T Securities’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

BB&T Securities’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
2019 Q3	$2.56M	Buy	48,706 +11,797	+32%	+$612K	0.02%	516
2019 Q2	$1.89M	Buy	36,909 +10,126	+38%	+$514K	0.02%	600
2019 Q1	$1.33M	Buy	26,783 +16,198	+153%	+$778K	0.01%	718
2018 Q4	$469K	Buy	10,585 +1,272	+14%	+$59.5K	0.01%	1007
2018 Q3	$452K	Buy	9,313 +379	+4%	+$18.3K	﹤0.01%	1129
2018 Q2	$419K	Buy	8,934 +396	+5%	+$18.2K	﹤0.01%	1150
2018 Q1	$382K	Buy	8,538 +1,276	+18%	+$57.1K	﹤0.01%	1139
2017 Q4	$329K	Buy	+7,262	New	+$329K	﹤0.01%	1152

Other funds holding XMLV

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

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

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

RJFSA

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

BCM

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

BB&T Securities's XMLV Position: Q3 2019 in Review

BB&T Securities increased its Invesco S&P MidCap Low Volatility ETF (XMLV) stake by 32% in Q3 2019, buying an estimated $612K and bringing the position to 48,706 shares worth $2.56M. The position accounts for 0.02% of the portfolio, ranked #516.

BB&T Securities first reported a position in XMLV in Q4 2017 and has held it in 8 quarters since. 206 funds tracked by Wall St. Rank hold XMLV as of Q3 2019.

BB&T Securities held 48,706 shares of Invesco S&P MidCap Low Volatility ETF worth $2.56M as of Q3 2019.
BB&T Securities bought 11,797 Invesco S&P MidCap Low Volatility ETF shares in Q3 2019, an estimated $612K.
Invesco S&P MidCap Low Volatility ETF made up 0.02% of BB&T Securities's portfolio in Q3 2019, its #516 holding.
BB&T Securities first reported a position in Invesco S&P MidCap Low Volatility ETF in Q4 2017 and has held it in 8 quarters since.
206 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q3 2019.

Based on BB&T Securities's 13F filing for Q3 2019, filed 30 Oct 2019.