First Personal Financial Services’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

First Personal Financial Services’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 Q3	$42.7K	Sell	700 -1,765	-72%	-$103K	0.01%	209
2024 Q2	$136K	Sell	2,465 -300	-11%	-$16.6K	0.03%	138
2024 Q1	$156K	Hold	2,765	–	–	0.04%	132
2023 Q4	$147K	Hold	2,765	–	–	0.04%	132
2023 Q3	$136K	Hold	2,765	–	–	0.04%	130
2023 Q2	$143K	Hold	2,765	–	–	0.04%	124
2023 Q1	$145K	Hold	2,765	–	–	0.04%	124
2022 Q4	$148K	Hold	2,765	–	–	0.04%	129
2022 Q3	$133K	Sell	2,765 -200	-7%	-$10.6K	0.04%	128
2022 Q2	$152K	Hold	2,965	–	–	0.04%	115
2022 Q1	$165K	Hold	2,965	–	–	0.04%	121
2021 Q4	$173K	Sell	2,965 -1,669	-36%	-$93.2K	0.04%	121
2021 Q3	$243K	Sell	4,634 -325	-7%	-$17.6K	0.06%	112
2021 Q2	$265K	Hold	4,959	–	–	0.07%	109
2021 Q1	$260K	Sell	4,959 -474	-9%	-$23.8K	0.07%	107
2020 Q4	$261K	Sell	5,433 -551	-9%	-$24.8K	0.07%	104
2020 Q3	$249K	Hold	5,984	–	–	0.08%	102
2020 Q2	$248K	Hold	5,984	–	–	0.08%	102
2020 Q1	$238K	Buy	+5,984	New	+$297K	0.09%	97

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

First Personal Financial Services's XMLV Position: Q3 2024 in Review

First Personal Financial Services reduced its Invesco S&P MidCap Low Volatility ETF (XMLV) stake by 72% in Q3 2024, selling an estimated $103K and leaving 700 shares worth $42.7K. The position accounts for 0.01% of the portfolio, ranked #209.

First Personal Financial Services first reported a position in XMLV in Q1 2020 and has held it in 19 quarters since. The position peaked at $265K in Q2 2021. 186 funds tracked by Wall St. Rank hold XMLV as of Q3 2024.

First Personal Financial Services held 700 shares of Invesco S&P MidCap Low Volatility ETF worth $42.7K as of Q3 2024.
First Personal Financial Services sold 1,765 Invesco S&P MidCap Low Volatility ETF shares in Q3 2024, an estimated $103K.
Invesco S&P MidCap Low Volatility ETF made up 0.01% of First Personal Financial Services's portfolio in Q3 2024, its #209 holding.
First Personal Financial Services first reported a position in Invesco S&P MidCap Low Volatility ETF in Q1 2020 and has held it in 19 quarters since.
First Personal Financial Services's Invesco S&P MidCap Low Volatility ETF position peaked at $265K in Q2 2021.
186 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.