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

Financial Gravity Companies’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 Q4	$10.9K	Buy	+180	New	+$11.2K	﹤0.01%	542

Other funds holding XMLV

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BCM

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Dorval Corp Maple Grove, Minnesota $322M AUM 7.74% 1-Year Est. Return

Financial Gravity Companies's XMLV Position: Q4 2024 in Review

Financial Gravity Companies opened a new position in Invesco S&P MidCap Low Volatility ETF (XMLV) in Q4 2024: 180 shares worth $10.9K. The stake represents ﹤0.01% of the portfolio and ranks #542 among its holdings.

201 funds tracked by Wall St. Rank hold XMLV as of Q4 2024.

Financial Gravity Companies held 180 shares of Invesco S&P MidCap Low Volatility ETF worth $10.9K as of Q4 2024.
Invesco S&P MidCap Low Volatility ETF was a new Financial Gravity Companies position in Q4 2024.
Invesco S&P MidCap Low Volatility ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2024, its #542 holding.
201 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q4 2024.

Based on Financial Gravity Companies's 13F filing for Q4 2024, filed 14 Feb 2025.