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

Cutler 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
2023
Q1 		– Sell
-1
Closed – – 4845
2022
Q4 		$0 Buy
+1
New +$53 ﹤0.01% 5355
2022
Q2 		– Sell
-100
Closed -$5K – 5783
2022
Q1 		$5K Sell
100
-100
-50% -$5.49K ﹤0.01% 4190
2021
Q4 		$11K Sell
200
-300
-60% -$16.8K ﹤0.01% 3646
2021
Q3 		$26K Buy
500
+400
+400% +$21.7K ﹤0.01% 3115
2021
Q2 		$5K Buy
+100
New +$5.41K ﹤0.01% 4495
2020
Q4 		– Sell
-2,600
Closed -$117K – 5598
2020
Q3 		$108K Buy
2,600
+100
+4% +$4.26K 0.01% 1270
2020
Q2 		$103K Buy
2,500
+600
+32% +$24.8K 0.01% 1282
2020
Q1 		$75K Buy
+1,900
New +$94.5K ﹤0.01% 1508

Other funds holding XMLV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cutler Group's XMLV Position: Q1 2023 in Review

Cutler Group sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q1 2023, closing a stake of 1 share.

Cutler Group first reported a position in XMLV in Q1 2020 and held it in 8 quarters. The position peaked at $108K in Q3 2020. 190 funds tracked by Wall St. Rank hold XMLV as of Q1 2023.

  • Cutler Group reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q1 2023 after selling out during the quarter.
  • Cutler Group sold 1 Invesco S&P MidCap Low Volatility ETF share in Q1 2023.
  • Cutler Group first reported a position in Invesco S&P MidCap Low Volatility ETF in Q1 2020 and held it in 8 quarters.
  • Cutler Group's Invesco S&P MidCap Low Volatility ETF position peaked at $108K in Q3 2020.
  • 190 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q1 2023.

Based on Cutler Group's 13F filing for Q1 2023, filed 1 May 2023.