Future Financial Wealth Management’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Future Financial Wealth Management’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
2023 Q2	–	Sell	-30,889	Closed	-$1.62M	–	122
2023 Q1	$1.62M	Buy	30,889 +2,915	+10%	+$158K	1.78%	14
2022 Q4	$1.5M	Buy	27,974 +157	+0.6%	+$8.26K	1.7%	12
2022 Q3	$1.43M	Buy	+27,817	New	+$1.47M	1.65%	11

Other funds holding XMLV

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

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

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

BCM

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Future Financial Wealth Management's XMLV Position: Q2 2023 in Review

Future Financial Wealth Management sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q2 2023, closing a stake of 30,889 shares — an estimated $1.62M sold.

Future Financial Wealth Management first reported a position in XMLV in Q3 2022 and held it in 3 quarters. The position peaked at $1.62M in Q1 2023. 187 funds tracked by Wall St. Rank hold XMLV as of Q2 2023.

Future Financial Wealth Management reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q2 2023 after selling out during the quarter.
Future Financial Wealth Management sold 30,889 Invesco S&P MidCap Low Volatility ETF shares in Q2 2023, an estimated $1.62M.
Future Financial Wealth Management first reported a position in Invesco S&P MidCap Low Volatility ETF in Q3 2022 and held it in 3 quarters.
Future Financial Wealth Management's Invesco S&P MidCap Low Volatility ETF position peaked at $1.62M in Q1 2023.
187 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q2 2023.

Based on Future Financial Wealth Management's 13F filing for Q2 2023, filed 18 Jul 2023.