Financial Partners Group (Kansas)’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Financial Partners Group (Kansas)’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 Q3	–	Sell	-6,439	Closed	-$266K	–	122
2020 Q2	$266K	Hold	6,439	–	–	0.1%	82
2020 Q1	$242K	Hold	6,439	–	–	0.15%	57
2019 Q4	$351K	Hold	6,439	–	–	0.14%	55
2019 Q3	$339K	Hold	6,439	–	–	0.15%	56
2019 Q2	$330K	Hold	6,439	–	–	0.16%	58
2019 Q1	$320K	Hold	6,439	–	–	0.17%	63
2018 Q4	$286K	Hold	6,439	–	–	0.19%	62
2018 Q3	$313K	Hold	6,439	–	–	0.2%	58
2018 Q2	$303K	Hold	6,439	–	–	0.22%	60
2018 Q1	$288K	Hold	6,439	–	–	0.23%	63
2017 Q4	$292K	Buy	+6,439	New	+$292K	0.23%	63

Other funds holding XMLV

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

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

BCM

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Financial Partners Group (Kansas)'s XMLV Position: Q3 2020 in Review

Financial Partners Group (Kansas) sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q3 2020, closing a stake of 6,439 shares — an estimated $266K sold.

Financial Partners Group (Kansas) first reported a position in XMLV in Q4 2017 and held it in 11 quarters. The position peaked at $351K in Q4 2019. 198 funds tracked by Wall St. Rank hold XMLV as of Q3 2020.

Financial Partners Group (Kansas) reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q3 2020 after selling out during the quarter.
Financial Partners Group (Kansas) sold 6,439 Invesco S&P MidCap Low Volatility ETF shares in Q3 2020, an estimated $266K.
Financial Partners Group (Kansas) first reported a position in Invesco S&P MidCap Low Volatility ETF in Q4 2017 and held it in 11 quarters.
Financial Partners Group (Kansas)'s Invesco S&P MidCap Low Volatility ETF position peaked at $351K in Q4 2019.
198 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q3 2020.

Based on Financial Partners Group (Kansas)'s 13F filing for Q3 2020, filed 13 Nov 2020.