Cahill Financial Advisors’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Cahill Financial 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
2021 Q4	–	Sell	-3,088	Closed	-$162K	–	806
2021 Q3	$162K	Buy	+3,088	New	+$167K	0.03%	226
2018 Q3	–	Sell	-4,277	Closed	-$202K	–	162
2018 Q2	$202K	Sell	4,277 -388	-8%	-$17.8K	0.09%	154
2018 Q1	$209K	Sell	4,665 -70	-1%	-$3.13K	0.1%	142
2017 Q4	$215K	Hold	4,735	–	–	0.11%	130
2017 Q3	$208K	Buy	4,735 +35	+0.7%	+$1.52K	0.11%	133
2017 Q2	$204K	Buy	+4,700	New	+$202K	0.11%	136

Other funds holding XMLV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

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

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

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

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

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Cahill Financial Advisors's XMLV Position: Q4 2021 in Review

Cahill Financial Advisors sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q4 2021, closing a stake of 3,088 shares — an estimated $162K sold.

Cahill Financial Advisors first reported a position in XMLV in Q2 2017 and held it in 6 quarters. The position peaked at $215K in Q4 2017. 206 funds tracked by Wall St. Rank hold XMLV as of Q4 2021.

Cahill Financial Advisors reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q4 2021 after selling out during the quarter.
Cahill Financial Advisors sold 3,088 Invesco S&P MidCap Low Volatility ETF shares in Q4 2021, an estimated $162K.
Cahill Financial Advisors first reported a position in Invesco S&P MidCap Low Volatility ETF in Q2 2017 and held it in 6 quarters.
Cahill Financial Advisors's Invesco S&P MidCap Low Volatility ETF position peaked at $215K in Q4 2017.
206 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q4 2021.

Based on Cahill Financial Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.