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Columbia Advisory Partners’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Columbia Advisory 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
2024
Q4 		– Sell
-5,092
Closed -$311K – 73
2024
Q3 		$311K Buy
+5,092
New +$297K 0.29% 43

Other funds holding XMLV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
DC
Dorval Corp Maple Grove, Minnesota $322M AUM 7.74% 1-Year Est. Return

Columbia Advisory Partners's XMLV Position: Q4 2024 in Review

Columbia Advisory Partners sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q4 2024, closing a stake of 5,092 shares — an estimated $311K sold.

Columbia Advisory Partners first reported a position in XMLV in Q3 2024 and held it in 1 quarter. The position peaked at $311K in Q3 2024. 201 funds tracked by Wall St. Rank hold XMLV as of Q4 2024.

  • Columbia Advisory Partners reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q4 2024 after selling out during the quarter.
  • Columbia Advisory Partners sold 5,092 Invesco S&P MidCap Low Volatility ETF shares in Q4 2024, an estimated $311K.
  • Columbia Advisory Partners first reported a position in Invesco S&P MidCap Low Volatility ETF in Q3 2024 and held it in 1 quarter.
  • Columbia Advisory Partners's Invesco S&P MidCap Low Volatility ETF position peaked at $311K in Q3 2024.
  • 201 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q4 2024.

Based on Columbia Advisory Partners's 13F filing for Q4 2024, filed 13 Jan 2025.