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Eudaimonia Partners’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Eudaimonia Partners’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
2021
Q2 		– Sell
-3,038
Closed -$159K – 1391
2021
Q1 		$159K Buy
3,038
+172
+6% +$8.65K 0.03% 383
2020
Q4 		$138K Buy
+2,866
New +$129K 0.03% 377

Other funds holding XMLV

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

Eudaimonia Partners's XMLV Position: Q2 2021 in Review

Eudaimonia Partners sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q2 2021, closing a stake of 3,038 shares — an estimated $159K sold.

Eudaimonia Partners first reported a position in XMLV in Q4 2020 and held it in 2 quarters. The position peaked at $159K in Q1 2021. 203 funds tracked by Wall St. Rank hold XMLV as of Q2 2021.

  • Eudaimonia Partners reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q2 2021 after selling out during the quarter.
  • Eudaimonia Partners sold 3,038 Invesco S&P MidCap Low Volatility ETF shares in Q2 2021, an estimated $159K.
  • Eudaimonia Partners first reported a position in Invesco S&P MidCap Low Volatility ETF in Q4 2020 and held it in 2 quarters.
  • Eudaimonia Partners's Invesco S&P MidCap Low Volatility ETF position peaked at $159K in Q1 2021.
  • 203 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q2 2021.

Based on Eudaimonia Partners's 13F filing for Q2 2021, filed 13 Aug 2021.