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

Csenge Advisory 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
2018
Q4 		– Sell
-305
Closed -$14K – 1527
2018
Q3 		$14K Buy
+305
New +$14.8K 0.01% 444

Other funds holding XMLV

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Csenge Advisory Group's XMLV Position: Q4 2018 in Review

Csenge Advisory Group sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q4 2018, closing a stake of 305 shares — an estimated $14K sold.

Csenge Advisory Group first reported a position in XMLV in Q3 2018 and held it in 1 quarter. The position peaked at $14K in Q3 2018. 145 funds tracked by Wall St. Rank hold XMLV as of Q4 2018.

  • Csenge Advisory Group reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q4 2018 after selling out during the quarter.
  • Csenge Advisory Group sold 305 Invesco S&P MidCap Low Volatility ETF shares in Q4 2018, an estimated $14K.
  • Csenge Advisory Group first reported a position in Invesco S&P MidCap Low Volatility ETF in Q3 2018 and held it in 1 quarter.
  • Csenge Advisory Group's Invesco S&P MidCap Low Volatility ETF position peaked at $14K in Q3 2018.
  • 145 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q4 2018.

Based on Csenge Advisory Group's 13F filing for Q4 2018, filed 7 Feb 2019.