CFS Investment Advisory Services’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $283K | Sell |
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|
2025
Q1 | $289K | Sell |
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|
2024
Q4 | $300K | Sell |
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|
2024
Q3 | $315K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $299K | Sell |
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|
2023
Q4 | $313K | Sell |
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|
2023
Q3 | $291K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $1.09M | Sell |
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|
2022
Q1 | $21K | Buy |
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|
2021
Q4 | $1.28M | Sell |
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|
2021
Q3 | $1.91M | Buy |
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|
2020
Q4 | $1.92M | Buy |
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