BFEC
XMLV icon

Benjamin F. Edwards & Company’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Benjamin F. Edwards & Company’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
Q1 		– Sell
-29
Closed -$1K – 1740
2020
Q4 		$1K Hold
29
– – ﹤0.01% 1578
2020
Q3 		$1K Sell
29
-4,868
-99% -$207K ﹤0.01% 1647
2020
Q2 		$203K Sell
4,897
-108
-2% -$4.46K 0.01% 573
2020
Q1 		$199K Sell
5,005
-731
-13% -$36.3K 0.02% 518
2019
Q4 		$309K Sell
5,736
-272
-5% -$14.4K 0.02% 498
2019
Q3 		$316K Buy
6,008
+1,323
+28% +$68.6K 0.02% 460
2019
Q2 		$240K Buy
4,685
+65
+1% +$3.3K 0.02% 487
2019
Q1 		$229K Buy
4,620
+365
+9% +$17.5K 0.02% 479
2018
Q4 		$189K Sell
4,255
-514
-11% -$24.1K 0.02% 497
2018
Q3 		$231K Buy
4,769
+22
+0.5% +$1.06K 0.02% 500
2018
Q2 		$223K Buy
4,747
+22
+0.5% +$1.01K 0.02% 488
2018
Q1 		$212K Sell
4,725
-201
-4% -$8.99K 0.02% 495
2017
Q4 		$224K Buy
4,926
+51
+1% +$2.31K 0.02% 463
2017
Q3 		$214K Buy
4,875
+233
+5% +$10.1K 0.03% 446
2017
Q2 		$201K Sell
4,642
-39
-0.8% -$1.67K 0.03% 434
2017
Q1 		$198K Buy
4,681
+3,592
+330% +$150K 0.03% 405
2016
Q4 		$44K Buy
+1,089
New +$42.6K 0.01% 637

Other funds holding XMLV

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cambridge Investment Research Advisors
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Benjamin F. Edwards & Company's XMLV Position: Q1 2021 in Review

Benjamin F. Edwards & Company sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q1 2021, closing a stake of 29 shares — an estimated $1K sold.

Benjamin F. Edwards & Company first reported a position in XMLV in Q4 2016 and held it in 17 quarters. The position peaked at $316K in Q3 2019. 203 funds tracked by Wall St. Rank hold XMLV as of Q1 2021.

  • Benjamin F. Edwards & Company reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q1 2021 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 29 Invesco S&P MidCap Low Volatility ETF shares in Q1 2021, an estimated $1K.
  • Benjamin F. Edwards & Company first reported a position in Invesco S&P MidCap Low Volatility ETF in Q4 2016 and held it in 17 quarters.
  • Benjamin F. Edwards & Company's Invesco S&P MidCap Low Volatility ETF position peaked at $316K in Q3 2019.
  • 203 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q1 2021.

Based on Benjamin F. Edwards & Company's 13F filing for Q1 2021, filed 14 May 2021.