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

Concert 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
2017 Q2	–	Sell	-47,534	Closed	-$1.93M	–	450
2017 Q1	$1.93M	Buy	+47,534	New	+$1.98M	0.44%	53
2016 Q4	–	Sell	-58,207	Closed	-$2.27M	–	945
2016 Q3	$2.27M	Sell	58,207 -667	-1%	-$26.2K	0.28%	84
2016 Q2	$2.31M	Buy	58,874 +2,714	+5%	+$101K	0.31%	71
2016 Q1	$2.06M	Buy	+56,160	New	+$1.91M	0.28%	88

Other funds holding XMLV

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Concert Wealth Management's XMLV Position: Q2 2017 in Review

Concert Wealth Management sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q2 2017, closing a stake of 47,534 shares — an estimated $1.93M sold.

Concert Wealth Management first reported a position in XMLV in Q1 2016 and held it in 4 quarters. The position peaked at $2.31M in Q2 2016. 87 funds tracked by Wall St. Rank hold XMLV as of Q2 2017.

Concert Wealth Management reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q2 2017 after selling out during the quarter.
Concert Wealth Management sold 47,534 Invesco S&P MidCap Low Volatility ETF shares in Q2 2017, an estimated $1.93M.
Concert Wealth Management first reported a position in Invesco S&P MidCap Low Volatility ETF in Q1 2016 and held it in 4 quarters.
Concert Wealth Management's Invesco S&P MidCap Low Volatility ETF position peaked at $2.31M in Q2 2016.
87 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q2 2017.

Based on Concert Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.