GSIAS
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Garden State Investment Advisory Services’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Garden State Investment Advisory 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
Q2 		– Sell
-5,860
Closed -$329K – 283
2024
Q1 		$329K Sell
5,860
-1,132
-16% -$61K 0.12% 161
2023
Q4 		$372K Buy
+6,992
New +$352K 0.15% 133

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HNB
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BCM
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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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

Garden State Investment Advisory Services's XMLV Position: Q2 2024 in Review

Garden State Investment Advisory Services sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q2 2024, closing a stake of 5,860 shares — an estimated $329K sold.

Garden State Investment Advisory Services first reported a position in XMLV in Q4 2023 and held it in 2 quarters. The position peaked at $372K in Q4 2023. 184 funds tracked by Wall St. Rank hold XMLV as of Q2 2024.

  • Garden State Investment Advisory Services reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q2 2024 after selling out during the quarter.
  • Garden State Investment Advisory Services sold 5,860 Invesco S&P MidCap Low Volatility ETF shares in Q2 2024, an estimated $329K.
  • Garden State Investment Advisory Services first reported a position in Invesco S&P MidCap Low Volatility ETF in Q4 2023 and held it in 2 quarters.
  • Garden State Investment Advisory Services's Invesco S&P MidCap Low Volatility ETF position peaked at $372K in Q4 2023.
  • 184 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q2 2024.

Based on Garden State Investment Advisory Services's 13F filing for Q2 2024, filed 13 Aug 2024.