Gradient Investments’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Gradient Investments’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	-290	Closed	-$16K	–	1325
2024 Q2	$16K	Buy	+290	New	+$16.1K	﹤0.01%	674
2023 Q2	–	Sell	-5	Closed	-$262	–	1892
2023 Q1	$262	Sell	5 -211	-98%	-$11.4K	﹤0.01%	1347
2022 Q4	$11.6K	Buy	+216	New	+$11.4K	﹤0.01%	782
2019 Q3	–	Sell	-31	Closed	-$2K	–	1254
2019 Q2	$2K	Buy	+31	New	+$1.57K	﹤0.01%	906
2018 Q2	–	Sell	-800	Closed	-$36K	–	1157
2018 Q1	$36K	Hold	800	–	–	﹤0.01%	389
2017 Q4	$36K	Buy	+800	New	+$36.3K	﹤0.01%	393

Other funds holding XMLV

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

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

Dorval Corp Maple Grove, Minnesota $322M AUM 7.74% 1-Year Est. Return

Gradient Investments's XMLV Position: Q3 2024 in Review

Gradient Investments sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q3 2024, closing a stake of 290 shares — an estimated $16K sold.

Gradient Investments first reported a position in XMLV in Q4 2017 and held it in 6 quarters. The position peaked at $36K in Q1 2018. 186 funds tracked by Wall St. Rank hold XMLV as of Q3 2024.

Gradient Investments reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q3 2024 after selling out during the quarter.
Gradient Investments sold 290 Invesco S&P MidCap Low Volatility ETF shares in Q3 2024, an estimated $16K.
Gradient Investments first reported a position in Invesco S&P MidCap Low Volatility ETF in Q4 2017 and held it in 6 quarters.
Gradient Investments's Invesco S&P MidCap Low Volatility ETF position peaked at $36K in Q1 2018.
186 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.