EWM
XMLV icon

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

Executive 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
2019
Q3 		– Sell
-719
Closed -$37K – 830
2019
Q2 		$37K Hold
719
– – 0.01% 357
2019
Q1 		$36K Sell
719
-5,405
-88% -$259K 0.01% 323
2018
Q4 		$272K Buy
+6,124
New +$287K 0.05% 128

Other funds holding XMLV

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Executive Wealth Management's XMLV Position: Q3 2019 in Review

Executive Wealth Management sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q3 2019, closing a stake of 719 shares — an estimated $37K sold.

Executive Wealth Management first reported a position in XMLV in Q4 2018 and held it in 3 quarters. The position peaked at $272K in Q4 2018. 206 funds tracked by Wall St. Rank hold XMLV as of Q3 2019.

  • Executive Wealth Management reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 719 Invesco S&P MidCap Low Volatility ETF shares in Q3 2019, an estimated $37K.
  • Executive Wealth Management first reported a position in Invesco S&P MidCap Low Volatility ETF in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Invesco S&P MidCap Low Volatility ETF position peaked at $272K in Q4 2018.
  • 206 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.