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EC
Estate Counselors’s
Invesco S&P MidCap Low Volatility ETF
XMLV
Stock Holding History
Estate Counselors’s Portfolio
XMLV Stock Details
XMLV Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2021
Q3
–
Sell
-6,100
Closed
-$326K
–
179
2021
Q2
$326K
Hold
6,100
–
–
0.04%
123
2021
Q1
$319K
Hold
6,100
–
–
0.05%
124
2020
Q4
$294K
Sell
6,100
-9,400
-61%
-$424K
0.04%
96
2020
Q3
$646K
Buy
15,500
+5,350
+53%
+$228K
0.1%
67
2020
Q2
$420K
Buy
10,150
+100
+1%
+$4.13K
0.07%
106
2020
Q1
$400K
Sell
10,050
-171,800
-94%
-$8.54M
0.07%
97
2019
Q4
$9.79M
Buy
181,850
+2,150
+1%
+$114K
1.44%
29
2019
Q3
$9.45M
Buy
179,700
+200
+0.1%
+$10.4K
1.45%
28
2019
Q2
$9.2M
Hold
179,500
–
–
1.44%
29
2019
Q1
$8.92M
Hold
179,500
–
–
1.53%
28
2018
Q4
$7.97M
Buy
+179,500
New
+$8.4M
1.61%
27
2017
Q2
–
Sell
-9,460
Closed
-$400K
–
69
2017
Q1
$400K
Sell
9,460
-96,200
-91%
-$4.02M
0.1%
57
2016
Q4
$4.29M
Buy
105,660
+14,870
+16%
+$582K
1.19%
32
2016
Q3
$3.53M
Sell
90,790
-50,740
-36%
-$1.99M
1.37%
29
2016
Q2
$5.54M
Sell
141,530
-5,800
-4%
-$216K
2.21%
19
2016
Q1
$5.42M
Buy
147,330
+122,780
+500%
+$4.18M
2.39%
14
2015
Q4
$835K
Hold
24,550
–
–
0.34%
45
2015
Q3
$798K
Buy
+24,550
New
+$823K
0.32%
44
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PI
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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