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Doyle Wealth Management’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Doyle Wealth Management’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
Q3 		– Sell
-253
Closed -$13K – 788
2019
Q2 		$13K Buy
+253
New +$12.8K ﹤0.01% 585
2019
Q1 		– Sell
-253
Closed -$11K – 778
2018
Q4 		$11K Buy
+253
New +$11.8K ﹤0.01% 613

Other funds holding XMLV

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Doyle Wealth Management's XMLV Position: Q3 2019 in Review

Doyle Wealth Management sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q3 2019, closing a stake of 253 shares — an estimated $13K sold.

Doyle Wealth Management first reported a position in XMLV in Q4 2018 and held it in 2 quarters. The position peaked at $13K in Q2 2019. 206 funds tracked by Wall St. Rank hold XMLV as of Q3 2019.

  • Doyle Wealth Management reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 253 Invesco S&P MidCap Low Volatility ETF shares in Q3 2019, an estimated $13K.
  • Doyle Wealth Management first reported a position in Invesco S&P MidCap Low Volatility ETF in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's Invesco S&P MidCap Low Volatility ETF position peaked at $13K in Q2 2019.
  • 206 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.