Family Legacy Inc’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Family Legacy Inc’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
2022 Q2	–	Sell	-7,977	Closed	-$445K	–	114
2022 Q1	$445K	Sell	7,977 -26,293	-77%	-$1.44M	0.19%	98
2021 Q4	$1.97M	Sell	34,270 -39	-0.1%	-$2.18K	0.8%	50
2021 Q3	$1.83M	Sell	34,309 -9,420	-22%	-$511K	0.82%	49
2021 Q2	$2.34M	Sell	43,729 -697	-2%	-$37.7K	1.04%	42
2021 Q1	$2.33M	Sell	44,426 -593	-1%	-$29.8K	1.11%	41
2020 Q4	$2.17M	Sell	45,019 -181	-0.4%	-$8.16K	1.12%	41
2020 Q3	$1.88M	Buy	45,200 +4,018	+10%	+$171K	1.06%	40
2020 Q2	$1.7M	Buy	+41,182	New	+$1.7M	1.03%	40

Other funds holding XMLV

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CPA

Capital Planning Advisors Roseville, California $692M AUM 21.81% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Family Legacy Inc's XMLV Position: Q2 2022 in Review

Family Legacy Inc sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q2 2022, closing a stake of 7,977 shares — an estimated $445K sold.

Family Legacy Inc first reported a position in XMLV in Q2 2020 and held it in 8 quarters. The position peaked at $2.34M in Q2 2021. 189 funds tracked by Wall St. Rank hold XMLV as of Q2 2022.

Family Legacy Inc reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q2 2022 after selling out during the quarter.
Family Legacy Inc sold 7,977 Invesco S&P MidCap Low Volatility ETF shares in Q2 2022, an estimated $445K.
Family Legacy Inc first reported a position in Invesco S&P MidCap Low Volatility ETF in Q2 2020 and held it in 8 quarters.
Family Legacy Inc's Invesco S&P MidCap Low Volatility ETF position peaked at $2.34M in Q2 2021.
189 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q2 2022.

Based on Family Legacy Inc's 13F filing for Q2 2022, filed 22 Jul 2022.