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Guardian Wealth Advisors (North Carolina)’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Guardian Wealth Advisors (North Carolina)’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
-86
Closed -$4.85K – 471
2024
Q1 		$4.85K Buy
+86
New +$4.63K ﹤0.01% 406

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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HNB
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BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
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

Guardian Wealth Advisors (North Carolina)'s XMLV Position: Q2 2024 in Review

Guardian Wealth Advisors (North Carolina) sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q2 2024, closing a stake of 86 shares — an estimated $4.85K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in XMLV in Q1 2024 and held it in 1 quarter. The position peaked at $4.85K in Q1 2024. 184 funds tracked by Wall St. Rank hold XMLV as of Q2 2024.

  • Guardian Wealth Advisors (North Carolina) reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q2 2024 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 86 Invesco S&P MidCap Low Volatility ETF shares in Q2 2024, an estimated $4.85K.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Invesco S&P MidCap Low Volatility ETF in Q1 2024 and held it in 1 quarter.
  • Guardian Wealth Advisors (North Carolina)'s Invesco S&P MidCap Low Volatility ETF position peaked at $4.85K in Q1 2024.
  • 184 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q2 2024.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2024, filed 14 Aug 2024.