EWM
XMLV icon

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

Evermay 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
2024
Q3 		– Sell
-70
Closed -$3.87K – 635
2024
Q2 		$3.87K Buy
+70
New +$3.88K ﹤0.01% 510

Other funds holding XMLV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
DC
Dorval Corp Maple Grove, Minnesota $322M AUM 7.74% 1-Year Est. Return

Evermay Wealth Management's XMLV Position: Q3 2024 in Review

Evermay Wealth Management sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q3 2024, closing a stake of 70 shares — an estimated $3.87K sold.

Evermay Wealth Management first reported a position in XMLV in Q2 2024 and held it in 1 quarter. The position peaked at $3.87K in Q2 2024. 186 funds tracked by Wall St. Rank hold XMLV as of Q3 2024.

  • Evermay Wealth Management reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q3 2024 after selling out during the quarter.
  • Evermay Wealth Management sold 70 Invesco S&P MidCap Low Volatility ETF shares in Q3 2024, an estimated $3.87K.
  • Evermay Wealth Management first reported a position in Invesco S&P MidCap Low Volatility ETF in Q2 2024 and held it in 1 quarter.
  • Evermay Wealth Management's Invesco S&P MidCap Low Volatility ETF position peaked at $3.87K in Q2 2024.
  • 186 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q3 2024.

Based on Evermay Wealth Management's 13F filing for Q3 2024, filed 25 Oct 2024.