Cedar Brook Financial Partners’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Cedar Brook Financial Partners’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	-5,353	Closed	-$223K	–	342
2020 Q3	$223K	Sell	5,353 -898	-14%	-$38.2K	0.09%	252
2020 Q2	$259K	Buy	6,251 +300	+5%	+$12.4K	0.12%	218
2020 Q1	$237K	Buy	5,951 +887	+18%	+$44.1K	0.13%	198
2019 Q4	$272K	Buy	+5,064	New	+$268K	0.12%	219

Other funds holding XMLV

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Cedar Brook Financial Partners's XMLV Position: Q4 2020 in Review

Cedar Brook Financial Partners sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q4 2020, closing a stake of 5,353 shares — an estimated $223K sold.

Cedar Brook Financial Partners first reported a position in XMLV in Q4 2019 and held it in 4 quarters. The position peaked at $272K in Q4 2019. 219 funds tracked by Wall St. Rank hold XMLV as of Q4 2020.

Cedar Brook Financial Partners reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q4 2020 after selling out during the quarter.
Cedar Brook Financial Partners sold 5,353 Invesco S&P MidCap Low Volatility ETF shares in Q4 2020, an estimated $223K.
Cedar Brook Financial Partners first reported a position in Invesco S&P MidCap Low Volatility ETF in Q4 2019 and held it in 4 quarters.
Cedar Brook Financial Partners's Invesco S&P MidCap Low Volatility ETF position peaked at $272K in Q4 2019.
219 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q4 2020.

Based on Cedar Brook Financial Partners's 13F filing for Q4 2020, filed 12 Feb 2021.