Cascadia Advisory Services’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Cascadia Advisory Services’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
2019 Q4	$869K	Buy	+16,143	New	+$855K	0.25%	109

Other funds holding XMLV

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

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

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cascadia Advisory Services's XMLV Position: Q4 2019 in Review

Cascadia Advisory Services opened a new position in Invesco S&P MidCap Low Volatility ETF (XMLV) in Q4 2019: 16,143 shares worth $869K. The stake represents 0.25% of the portfolio and ranks #109 among its holdings.

255 funds tracked by Wall St. Rank hold XMLV as of Q4 2019.

Cascadia Advisory Services held 16,143 shares of Invesco S&P MidCap Low Volatility ETF worth $869K as of Q4 2019.
Invesco S&P MidCap Low Volatility ETF was a new Cascadia Advisory Services position in Q4 2019.
Invesco S&P MidCap Low Volatility ETF made up 0.25% of Cascadia Advisory Services's portfolio in Q4 2019, its #109 holding.
255 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q4 2019.

Based on Cascadia Advisory Services's 13F filing for Q4 2019, filed 11 Feb 2020.