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HBW Advisory Services’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

HBW 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
2020
Q1 		– Sell
-4,749
Closed -$252K – 160
2019
Q4 		$252K Buy
+4,749
New +$252K 0.15% 110

Other funds holding XMLV

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HBW Advisory Services's XMLV Position: Q1 2020 in Review

HBW Advisory Services sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q1 2020, closing a stake of 4,749 shares — an estimated $252K sold.

HBW Advisory Services first reported a position in XMLV in Q4 2019 and held it in 1 quarter. The position peaked at $252K in Q4 2019. 228 funds tracked by Wall St. Rank hold XMLV as of Q1 2020.

  • HBW Advisory Services reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q1 2020 after selling out during the quarter.
  • HBW Advisory Services sold 4,749 Invesco S&P MidCap Low Volatility ETF shares in Q1 2020, an estimated $252K.
  • HBW Advisory Services first reported a position in Invesco S&P MidCap Low Volatility ETF in Q4 2019 and held it in 1 quarter.
  • HBW Advisory Services's Invesco S&P MidCap Low Volatility ETF position peaked at $252K in Q4 2019.
  • 228 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q1 2020.

Based on HBW Advisory Services's 13F filing for Q1 2020, filed 30 Apr 2020.