CG
XMLV icon

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 $1.66T AUM 25.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return