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

Coppell Advisory Solutions’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	-105	Closed	-$6.38K	–	2091
2024 Q3	$6.38K	Sell	105 -25	-19%	-$1.46K	﹤0.01%	1209
2024 Q2	$7.18K	Buy	+130	New	+$7.21K	﹤0.01%	1112
2023 Q4	$7.98K	Hold	150	–	–	﹤0.01%	991
2023 Q3	$8.02K	Hold	150	–	–	﹤0.01%	637
2023 Q2	$7.75K	Buy	+150	New	+$7.71K	﹤0.01%	752
2023 Q1	–	Sell	-150	Closed	-$8.02K	–	1114
2022 Q4	$8.02K	Buy	+150	New	+$7.89K	﹤0.01%	645

Other funds holding XMLV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Dorval Corp Maple Grove, Minnesota $322M AUM 7.74% 1-Year Est. Return

Coppell Advisory Solutions's XMLV Position: Q4 2024 in Review

Coppell Advisory Solutions sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q4 2024, closing a stake of 105 shares — an estimated $6.38K sold.

Coppell Advisory Solutions first reported a position in XMLV in Q4 2022 and held it in 6 quarters. The position peaked at $8.02K in Q3 2023. 201 funds tracked by Wall St. Rank hold XMLV as of Q4 2024.

Coppell Advisory Solutions reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q4 2024 after selling out during the quarter.
Coppell Advisory Solutions sold 105 Invesco S&P MidCap Low Volatility ETF shares in Q4 2024, an estimated $6.38K.
Coppell Advisory Solutions first reported a position in Invesco S&P MidCap Low Volatility ETF in Q4 2022 and held it in 6 quarters.
Coppell Advisory Solutions's Invesco S&P MidCap Low Volatility ETF position peaked at $8.02K in Q3 2023.
201 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q4 2024.

Based on Coppell Advisory Solutions's 13F filing for Q4 2024, filed 14 Feb 2025.