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Cherry Tree Wealth Management’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Cherry Tree Wealth Management’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
Q3 		– Sell
-512
Closed -$26.5K – 622
2023
Q2 		$26.5K Buy
+512
New +$26.3K 0.01% 272

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Envestnet Asset Management
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Cambridge Investment Research Advisors
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PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Cherry Tree Wealth Management's XMLV Position: Q3 2023 in Review

Cherry Tree Wealth Management sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q3 2023, closing a stake of 512 shares — an estimated $26.5K sold.

Cherry Tree Wealth Management first reported a position in XMLV in Q2 2023 and held it in 1 quarter. The position peaked at $26.5K in Q2 2023. 182 funds tracked by Wall St. Rank hold XMLV as of Q3 2023.

  • Cherry Tree Wealth Management reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q3 2023 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 512 Invesco S&P MidCap Low Volatility ETF shares in Q3 2023, an estimated $26.5K.
  • Cherry Tree Wealth Management first reported a position in Invesco S&P MidCap Low Volatility ETF in Q2 2023 and held it in 1 quarter.
  • Cherry Tree Wealth Management's Invesco S&P MidCap Low Volatility ETF position peaked at $26.5K in Q2 2023.
  • 182 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q3 2023.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.