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Cooper Financial Group’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Cooper Financial Group’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
2021
Q1 		– Sell
-4,725
Closed -$227K – 327
2020
Q4 		$227K Buy
+4,725
New +$213K 0.05% 261

Other funds holding XMLV

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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cooper Financial Group's XMLV Position: Q1 2021 in Review

Cooper Financial Group sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q1 2021, closing a stake of 4,725 shares — an estimated $227K sold.

Cooper Financial Group first reported a position in XMLV in Q4 2020 and held it in 1 quarter. The position peaked at $227K in Q4 2020. 204 funds tracked by Wall St. Rank hold XMLV as of Q1 2021.

  • Cooper Financial Group reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q1 2021 after selling out during the quarter.
  • Cooper Financial Group sold 4,725 Invesco S&P MidCap Low Volatility ETF shares in Q1 2021, an estimated $227K.
  • Cooper Financial Group first reported a position in Invesco S&P MidCap Low Volatility ETF in Q4 2020 and held it in 1 quarter.
  • Cooper Financial Group's Invesco S&P MidCap Low Volatility ETF position peaked at $227K in Q4 2020.
  • 204 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q1 2021.

Based on Cooper Financial Group's 13F filing for Q1 2021, filed 17 May 2021.