Franklin Resources
XMLV icon

Franklin Resources’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Franklin Resources’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 		– Sell
-39
Closed -$2.15K – 3037
2024
Q2 		$2.15K Buy
+39
New +$2.16K ﹤0.01% 2852

Other funds holding XMLV

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Cambridge Investment Research Advisors
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
DC
Dorval Corp Maple Grove, Minnesota $322M AUM 7.74% 1-Year Est. Return

Franklin Resources's XMLV Position: Q3 2024 in Review

Franklin Resources sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q3 2024, closing a stake of 39 shares — an estimated $2.15K sold.

Franklin Resources first reported a position in XMLV in Q2 2024 and held it in 1 quarter. The position peaked at $2.15K in Q2 2024. 186 funds tracked by Wall St. Rank hold XMLV as of Q3 2024.

  • Franklin Resources reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q3 2024 after selling out during the quarter.
  • Franklin Resources sold 39 Invesco S&P MidCap Low Volatility ETF shares in Q3 2024, an estimated $2.15K.
  • Franklin Resources first reported a position in Invesco S&P MidCap Low Volatility ETF in Q2 2024 and held it in 1 quarter.
  • Franklin Resources's Invesco S&P MidCap Low Volatility ETF position peaked at $2.15K in Q2 2024.
  • 186 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q3 2024.

Based on Franklin Resources's 13F filing for Q3 2024, filed 12 Nov 2024.