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Golden State Equity Partners’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Golden State Equity Partners’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
-10,861
Closed -$522K – 221
2020
Q4 		$522K Buy
+10,861
New +$490K 0.36% 79

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Golden State Equity Partners's XMLV Position: Q1 2021 in Review

Golden State Equity Partners sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q1 2021, closing a stake of 10,861 shares — an estimated $522K sold.

Golden State Equity Partners first reported a position in XMLV in Q4 2020 and held it in 1 quarter. The position peaked at $522K in Q4 2020. 204 funds tracked by Wall St. Rank hold XMLV as of Q1 2021.

  • Golden State Equity Partners reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q1 2021 after selling out during the quarter.
  • Golden State Equity Partners sold 10,861 Invesco S&P MidCap Low Volatility ETF shares in Q1 2021, an estimated $522K.
  • Golden State Equity Partners first reported a position in Invesco S&P MidCap Low Volatility ETF in Q4 2020 and held it in 1 quarter.
  • Golden State Equity Partners's Invesco S&P MidCap Low Volatility ETF position peaked at $522K in Q4 2020.
  • 204 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q1 2021.

Based on Golden State Equity Partners's 13F filing for Q1 2021, filed 13 May 2021.