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Claro Advisors’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Claro Advisors’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
Q1 		– Sell
-116
Closed -$6K – 957
2018
Q4 		$6K Buy
+116
New +$5.43K ﹤0.01% 769

Other funds holding XMLV

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Claro Advisors's XMLV Position: Q1 2019 in Review

Claro Advisors sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q1 2019, closing a stake of 116 shares — an estimated $6K sold.

Claro Advisors first reported a position in XMLV in Q4 2018 and held it in 1 quarter. The position peaked at $6K in Q4 2018. 180 funds tracked by Wall St. Rank hold XMLV as of Q1 2019.

  • Claro Advisors reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q1 2019 after selling out during the quarter.
  • Claro Advisors sold 116 Invesco S&P MidCap Low Volatility ETF shares in Q1 2019, an estimated $6K.
  • Claro Advisors first reported a position in Invesco S&P MidCap Low Volatility ETF in Q4 2018 and held it in 1 quarter.
  • Claro Advisors's Invesco S&P MidCap Low Volatility ETF position peaked at $6K in Q4 2018.
  • 180 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q1 2019.

Based on Claro Advisors's 13F filing for Q1 2019, filed 10 May 2019.