Capital Planning Advisors’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Capital Planning 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
2023 Q2	–	Sell
2023 Q1	$480K	Sell
2022 Q4	$22.5M	Sell
2022 Q3	$22.6M	Buy
2022 Q2	$22.7M	Buy