EP Wealth Advisors’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $195K | Hold |
3,160
| – | – | ﹤0.01% | 1265 |
|
|
2025
Q1 | $195K | Sell |
3,160
-153
| -5% | -$9.44K | ﹤0.01% | 1142 |
|
|
2024
Q4 | $201K | Buy |
3,313
+76
| +2% | +$4.62K | ﹤0.01% | 1085 |
|
|
2024
Q3 | $198K | Sell |
3,237
-1
| -0% | -$61 | ﹤0.01% | 1052 |
|
|
2024
Q2 | $179K | Hold |
3,238
| – | – | ﹤0.01% | 772 |
|
|
2024
Q1 | $183K | Sell |
3,238
-50
| -2% | -$2.82K | ﹤0.01% | 748 |
|
|
2023
Q4 | $175K | Buy |
+3,288
| New | +$175K | ﹤0.01% | 733 |
|
|
2023
Q1 | – | Sell |
-4,200
| Closed | -$225K | – | 719 |
|
|
2022
Q4 | $225K | Buy |
+4,200
| New | +$225K | ﹤0.01% | 526 |
|