BWA
XMLV icon

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

Beam 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
2020
Q4 		– Sell
-28,013
Closed -$1.17M – 145
2020
Q3 		$1.17M Sell
28,013
-2
-0% -$85 1.09% 27
2020
Q2 		$1.17M Buy
28,015
+4,816
+21% +$199K 1.17% 24
2020
Q1 		$924K Buy
23,199
+10,429
+82% +$518K 0.92% 33
2019
Q4 		$687K Buy
+12,770
New +$677K 0.64% 43

Other funds holding XMLV

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LPL Financial
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return