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

Cornerstone Advisory’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
2022
Q1 		– Sell
-798
Closed -$46K – 800
2021
Q4 		$46K Buy
+798
New +$44.6K 0.01% 428

Other funds holding XMLV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Cornerstone Advisory's XMLV Position: Q1 2022 in Review

Cornerstone Advisory sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q1 2022, closing a stake of 798 shares — an estimated $46K sold.

Cornerstone Advisory first reported a position in XMLV in Q4 2021 and held it in 1 quarter. The position peaked at $46K in Q4 2021. 200 funds tracked by Wall St. Rank hold XMLV as of Q1 2022.

  • Cornerstone Advisory reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q1 2022 after selling out during the quarter.
  • Cornerstone Advisory sold 798 Invesco S&P MidCap Low Volatility ETF shares in Q1 2022, an estimated $46K.
  • Cornerstone Advisory first reported a position in Invesco S&P MidCap Low Volatility ETF in Q4 2021 and held it in 1 quarter.
  • Cornerstone Advisory's Invesco S&P MidCap Low Volatility ETF position peaked at $46K in Q4 2021.
  • 200 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q1 2022.

Based on Cornerstone Advisory's 13F filing for Q1 2022, filed 20 May 2022.