Financial Gravity Asset Management’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Financial Gravity Asset 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 Q2	$31.6K	Sell	572 -654	-53%	-$36.2K	0.01%	320
2024 Q1	$65.2K	Hold	1,226	–	–	0.02%	234
2023 Q4	$65.2K	Buy	+1,226	New	+$61.8K	0.02%	232
2021 Q3	$11K	Buy	+207	New	+$11.2K	0.01%	879
2019 Q4	$46K	Sell	849 -798	-48%	-$42.3K	0.03%	692
2019 Q3	$87K	Buy	1,647 +1,382	+522%	+$71.7K	0.07%	224
2019 Q2	$14K	Buy	+265	New	+$13.4K	0.01%	534

Other funds holding XMLV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Financial Gravity Asset Management's XMLV Position: Q2 2024 in Review

Financial Gravity Asset Management reduced its Invesco S&P MidCap Low Volatility ETF (XMLV) stake by 53% in Q2 2024, selling an estimated $36.2K and leaving 572 shares worth $31.6K. The position accounts for 0.01% of the portfolio, ranked #320.

Financial Gravity Asset Management first reported a position in XMLV in Q2 2019 and has held it in 7 quarters since. The position peaked at $87K in Q3 2019. 184 funds tracked by Wall St. Rank hold XMLV as of Q2 2024.

Financial Gravity Asset Management held 572 shares of Invesco S&P MidCap Low Volatility ETF worth $31.6K as of Q2 2024.
Financial Gravity Asset Management sold 654 Invesco S&P MidCap Low Volatility ETF shares in Q2 2024, an estimated $36.2K.
Invesco S&P MidCap Low Volatility ETF made up 0.01% of Financial Gravity Asset Management's portfolio in Q2 2024, its #320 holding.
Financial Gravity Asset Management first reported a position in Invesco S&P MidCap Low Volatility ETF in Q2 2019 and has held it in 7 quarters since.
Financial Gravity Asset Management's Invesco S&P MidCap Low Volatility ETF position peaked at $87K in Q3 2019.
184 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.