Certified Advisory Corp’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Certified Advisory Corp’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 Q2	–	Sell	-8,934	Closed	-$468K	–	752
2021 Q1	$468K	Buy	+8,934	New	+$449K	0.12%	141
2020 Q2	$340K	Buy	8,212 +994	+14%	+$41.1K	0.11%	146
2020 Q1	$287K	Buy	7,218 +983	+16%	+$48.9K	0.11%	141
2019 Q4	$336K	Buy	6,235 +784	+14%	+$41.5K	0.11%	158
2019 Q3	$287K	Buy	5,451 +3,201	+142%	+$166K	0.1%	158
2019 Q2	$115K	Buy	2,250 +1,450	+181%	+$73.6K	0.04%	219
2019 Q1	$40K	Buy	+800	New	+$38.4K	0.02%	325

Other funds holding XMLV

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Certified Advisory Corp's XMLV Position: Q2 2021 in Review

Certified Advisory Corp sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q2 2021, closing a stake of 8,934 shares — an estimated $468K sold.

Certified Advisory Corp first reported a position in XMLV in Q1 2019 and held it in 7 quarters. The position peaked at $468K in Q1 2021. 203 funds tracked by Wall St. Rank hold XMLV as of Q2 2021.

Certified Advisory Corp reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q2 2021 after selling out during the quarter.
Certified Advisory Corp sold 8,934 Invesco S&P MidCap Low Volatility ETF shares in Q2 2021, an estimated $468K.
Certified Advisory Corp first reported a position in Invesco S&P MidCap Low Volatility ETF in Q1 2019 and held it in 7 quarters.
Certified Advisory Corp's Invesco S&P MidCap Low Volatility ETF position peaked at $468K in Q1 2021.
203 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.