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Beacon Harbor Wealth Advisors’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Beacon Harbor Wealth Advisors’s Portfolio XMLV Stock Details XMLV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-186,978
Closed -$11.4M – 94
2024
Q3 		$11.4M Buy
+186,978
New +$11.4M 2.72% 8