CXI Advisors’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

CXI Advisors’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
2019 Q4	$76K	Buy	+1,418	New	+$75.1K	0.17%	14

Other funds holding XMLV

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BCM

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CXI Advisors's XMLV Position: Q4 2019 in Review

CXI Advisors opened a new position in Invesco S&P MidCap Low Volatility ETF (XMLV) in Q4 2019: 1,418 shares worth $76K. The stake represents 0.17% of the portfolio and ranks #14 among its holdings.

255 funds tracked by Wall St. Rank hold XMLV as of Q4 2019.

CXI Advisors held 1,418 shares of Invesco S&P MidCap Low Volatility ETF worth $76K as of Q4 2019.
Invesco S&P MidCap Low Volatility ETF was a new CXI Advisors position in Q4 2019.
Invesco S&P MidCap Low Volatility ETF made up 0.17% of CXI Advisors's portfolio in Q4 2019, its #14 holding.
255 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q4 2019.

Based on CXI Advisors's 13F filing for Q4 2019, filed 27 Jan 2020.