Global Financial Private Capital’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Global Financial Private Capital’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
2018 Q4	–	Sell	-4,482	Closed	-$218K	–	524
2018 Q3	$218K	Sell	4,482 -7,099	-61%	-$343K	0.01%	495
2018 Q2	$544K	Buy	+11,581	New	+$531K	0.02%	354

Other funds holding XMLV

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Global Financial Private Capital's XMLV Position: Q4 2018 in Review

Global Financial Private Capital sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q4 2018, closing a stake of 4,482 shares — an estimated $218K sold.

Global Financial Private Capital first reported a position in XMLV in Q2 2018 and held it in 2 quarters. The position peaked at $544K in Q2 2018. 145 funds tracked by Wall St. Rank hold XMLV as of Q4 2018.

Global Financial Private Capital reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q4 2018 after selling out during the quarter.
Global Financial Private Capital sold 4,482 Invesco S&P MidCap Low Volatility ETF shares in Q4 2018, an estimated $218K.
Global Financial Private Capital first reported a position in Invesco S&P MidCap Low Volatility ETF in Q2 2018 and held it in 2 quarters.
Global Financial Private Capital's Invesco S&P MidCap Low Volatility ETF position peaked at $544K in Q2 2018.
145 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q4 2018.

Based on Global Financial Private Capital's 13F filing for Q4 2018, filed 5 Feb 2019.