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FormulaFolio Investments’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

FormulaFolio Investments’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
2021
Q1 		– Sell
-442,932
Closed -$21.3M – 823
2020
Q4 		$21.3M Buy
+442,932
New +$20M 0.45% 59

Other funds holding XMLV

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FormulaFolio Investments's XMLV Position: Q1 2021 in Review

FormulaFolio Investments sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q1 2021, closing a stake of 442,932 shares — an estimated $21.3M sold.

FormulaFolio Investments first reported a position in XMLV in Q4 2020 and held it in 1 quarter. The position peaked at $21.3M in Q4 2020. 204 funds tracked by Wall St. Rank hold XMLV as of Q1 2021.

  • FormulaFolio Investments reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q1 2021 after selling out during the quarter.
  • FormulaFolio Investments sold 442,932 Invesco S&P MidCap Low Volatility ETF shares in Q1 2021, an estimated $21.3M.
  • FormulaFolio Investments first reported a position in Invesco S&P MidCap Low Volatility ETF in Q4 2020 and held it in 1 quarter.
  • FormulaFolio Investments's Invesco S&P MidCap Low Volatility ETF position peaked at $21.3M in Q4 2020.
  • 204 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q1 2021.

Based on FormulaFolio Investments's 13F filing for Q1 2021, filed 28 May 2021.