Destiny Capital Securities’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Destiny Capital Securities’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 Q3	$805K	Buy	+16,362	New	+$845K	0.65%	27

Other funds holding XMLV

Morgan Stanley New York $1.89T AUM 35.08% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Destiny Capital Securities's XMLV Position: Q3 2023 in Review

Destiny Capital Securities opened a new position in Invesco S&P MidCap Low Volatility ETF (XMLV) in Q3 2023: 16,362 shares worth $805K. The stake represents 0.65% of the portfolio and ranks #27 among its holdings.

182 funds tracked by Wall St. Rank hold XMLV as of Q3 2023.

Destiny Capital Securities held 16,362 shares of Invesco S&P MidCap Low Volatility ETF worth $805K as of Q3 2023.
Invesco S&P MidCap Low Volatility ETF was a new Destiny Capital Securities position in Q3 2023.
Invesco S&P MidCap Low Volatility ETF made up 0.65% of Destiny Capital Securities's portfolio in Q3 2023, its #27 holding.
182 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q3 2023.

Based on Destiny Capital Securities's 13F filing for Q3 2023, filed 13 Nov 2023.