Essex Financial Services’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $655K | Buy |
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|
2025
Q1 | $655K | Buy |
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|
2024
Q4 | $627K | Buy |
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|
2024
Q3 | $633K | Sell |
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|
2024
Q2 | $609K | Buy |
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|
2024
Q1 | $489K | Buy |
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|
2023
Q4 | $460K | Buy |
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|
2023
Q3 | $425K | Sell |
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|
2023
Q2 | $463K | Buy |
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|
2023
Q1 | $468K | Sell |
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|
2022
Q4 | $599K | Buy |
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|
2022
Q3 | $457K | Buy |
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|
2022
Q2 | $489K | Sell |
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|
2022
Q1 | $549K | Buy |
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|
2021
Q4 | $524K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $288K | Buy |
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