Creative Planning’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $410K | Buy |
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|
2025
Q2 | $347K | Buy |
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|
2025
Q1 | $327K | Sell |
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|
2024
Q4 | $333K | Sell |
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|
2024
Q3 | $365K | Buy |
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|
2024
Q2 | $324K | Buy |
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|
2024
Q1 | $308K | Sell |
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|
2023
Q4 | $335K | Sell |
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|
2023
Q3 | $314K | Sell |
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|
2023
Q2 | $350K | Sell |
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|
2023
Q1 | $362K | Buy |
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|
2022
Q4 | $348K | Buy |
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|
2022
Q3 | $288K | Buy |
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|
2022
Q2 | $270K | Sell |
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|
2022
Q1 | $300K | Sell |
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|
2021
Q4 | $436K | Buy |
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|
2021
Q3 | $269K | Sell |
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|
2021
Q2 | $327K | Buy |
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|
2021
Q1 | $244K | Buy |
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|
2020
Q4 | $225K | Sell |
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|
2020
Q3 | $200K | Sell |
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|
2020
Q2 | $202K | Sell |
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|
2020
Q1 | $492K | Sell |
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|
2019
Q4 | $683K | Buy |
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|
2019
Q3 | $648K | Buy |
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|
2019
Q2 | $605K | Sell |
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|
2019
Q1 | $895K | Buy |
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|
2018
Q4 | $221K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $75K | Buy |
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|
2017
Q1 | $63K | Hold |
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|
2016
Q4 | $60K | Buy |
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|
2016
Q3 | $39K | Sell |
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|
2016
Q2 | $63K | Buy |
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|
2016
Q1 | $6K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $13K | Hold |
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|
2013
Q4 | $13K | Hold |
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|
2013
Q3 | $12K | Buy |
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