FWP
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FAS Wealth Partners’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

FAS Wealth 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
2020
Q2 		– Sell
-60
Closed -$2K – 328
2020
Q1 		$2K Buy
+60
New +$2.98K ﹤0.01% 290

Other funds holding XMLV

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LPL Financial
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

FAS Wealth Partners's XMLV Position: Q2 2020 in Review

FAS Wealth Partners sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q2 2020, closing a stake of 60 shares — an estimated $2K sold.

FAS Wealth Partners first reported a position in XMLV in Q1 2020 and held it in 1 quarter. The position peaked at $2K in Q1 2020. 202 funds tracked by Wall St. Rank hold XMLV as of Q2 2020.

  • FAS Wealth Partners reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q2 2020 after selling out during the quarter.
  • FAS Wealth Partners sold 60 Invesco S&P MidCap Low Volatility ETF shares in Q2 2020, an estimated $2K.
  • FAS Wealth Partners first reported a position in Invesco S&P MidCap Low Volatility ETF in Q1 2020 and held it in 1 quarter.
  • FAS Wealth Partners's Invesco S&P MidCap Low Volatility ETF position peaked at $2K in Q1 2020.
  • 202 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q2 2020.

Based on FAS Wealth Partners's 13F filing for Q2 2020, filed 21 Jul 2020.