EWM
XRLV

Evermay Wealth Management’s Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF XRLV Stock Holding History

Evermay Wealth Management’s Portfolio XRLV Stock Details XRLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-125
Closed -$6.14K – 636
2024
Q2 		$6.14K Buy
+125
New +$6.13K ﹤0.01% 487

Other funds holding XRLV

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MWM
MGB Wealth Management Addison, Texas $350M AUM 42.75% 1-Year Est. Return
AF
Apexium Financial Dallas, Texas $2.06B AUM 15.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.66B AUM 27.11% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

Evermay Wealth Management sold out of Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF (XRLV) in Q3 2024, closing a stake of 125 shares — an estimated $6.14K sold.

Evermay Wealth Management first reported a position in XRLV in Q2 2024 and held it in 1 quarter. The position peaked at $6.14K in Q2 2024. 29 funds tracked by Wall St. Rank hold XRLV as of Q3 2024.

  • Evermay Wealth Management reported no remaining Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF position as of Q3 2024 after selling out during the quarter.
  • Evermay Wealth Management sold 125 Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF shares in Q3 2024, an estimated $6.14K.
  • Evermay Wealth Management first reported a position in Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF in Q2 2024 and held it in 1 quarter.
  • Evermay Wealth Management's Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF position peaked at $6.14K in Q2 2024.
  • 29 funds tracked by Wall St. Rank held Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF as of Q3 2024.

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