CVA Family Office’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

CVA Family Office’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
2024 Q3	–	Sell	-141	Closed	-$7.79K	–	1355
2024 Q2	$7.79K	Hold	141	–	–	﹤0.01%	775
2024 Q1	$7.95K	Hold	141	–	–	﹤0.01%	777
2023 Q4	$7.5K	Buy	+141	New	+$7.11K	﹤0.01%	761
2023 Q3	–	Sell	-141	Closed	-$7.3K	–	979
2023 Q2	$7.3K	Hold	141	–	–	﹤0.01%	757
2023 Q1	$7.39K	Buy	+141	New	+$7.63K	﹤0.01%	725
2022 Q4	–	Sell	-141	Closed	-$7K	–	1017
2022 Q3	$7K	Hold	141	–	–	﹤0.01%	685
2022 Q2	$7K	Hold	141	–	–	﹤0.01%	708
2022 Q1	$8K	Hold	141	–	–	﹤0.01%	716
2021 Q4	$8K	Hold	141	–	–	﹤0.01%	697
2021 Q3	$6K	Hold	141	–	–	﹤0.01%	318
2021 Q2	$8K	Hold	141	–	–	﹤0.01%	709
2021 Q1	$7K	Hold	141	–	–	﹤0.01%	582
2020 Q4	$7K	Hold	141	–	–	﹤0.01%	316
2020 Q3	$6K	Hold	141	–	–	﹤0.01%	318
2020 Q2	$6K	Hold	141	–	–	﹤0.01%	282
2020 Q1	$6K	Buy	+141	New	+$7.01K	0.01%	270

Other funds holding XMLV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return

CVA Family Office's XMLV Position: Q3 2024 in Review

CVA Family Office sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q3 2024, closing a stake of 141 shares — an estimated $7.79K sold.

CVA Family Office first reported a position in XMLV in Q1 2020 and held it in 16 quarters. The position peaked at $8K in Q1 2022. 186 funds tracked by Wall St. Rank hold XMLV as of Q3 2024.

CVA Family Office reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q3 2024 after selling out during the quarter.
CVA Family Office sold 141 Invesco S&P MidCap Low Volatility ETF shares in Q3 2024, an estimated $7.79K.
CVA Family Office first reported a position in Invesco S&P MidCap Low Volatility ETF in Q1 2020 and held it in 16 quarters.
CVA Family Office's Invesco S&P MidCap Low Volatility ETF position peaked at $8K in Q1 2022.
186 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q3 2024.

Based on CVA Family Office's 13F filing for Q3 2024, filed 10 Oct 2024.