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Coppell Advisory Solutions Corp’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Coppell Advisory Solutions Corp’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
Q1 		– Sell
-150
Closed -$8.02K – 1114
2022
Q4 		$8.02K Buy
+150
New +$7.89K ﹤0.01% 645

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UBS Group
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Envestnet Asset Management
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PI
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BCM
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Ameriprise
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Wells Fargo
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PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Coppell Advisory Solutions Corp's XMLV Position: Q1 2023 in Review

Coppell Advisory Solutions Corp sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q1 2023, closing a stake of 150 shares — an estimated $8.02K sold.

Coppell Advisory Solutions Corp first reported a position in XMLV in Q4 2022 and held it in 1 quarter. The position peaked at $8.02K in Q4 2022. 190 funds tracked by Wall St. Rank hold XMLV as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 150 Invesco S&P MidCap Low Volatility ETF shares in Q1 2023, an estimated $8.02K.
  • Coppell Advisory Solutions Corp first reported a position in Invesco S&P MidCap Low Volatility ETF in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's Invesco S&P MidCap Low Volatility ETF position peaked at $8.02K in Q4 2022.
  • 190 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q1 2023.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2023, filed 10 May 2023.