Hefty Wealth Partners’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Hefty Wealth 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
2018 Q1	$7.03M	Buy	156,951 +1,278	+0.8%	+$57.2K	4.53%	2
2017 Q4	$7.06M	Buy	155,673 +36,315	+30%	+$1.65M	4.38%	2
2017 Q3	$5.24M	Buy	119,358 +19,468	+19%	+$848K	3.46%	4
2017 Q2	$4.32M	Buy	99,890 +6,049	+6%	+$260K	2.95%	5
2017 Q1	$3.97M	Sell	93,841 -50,561	-35%	-$2.11M	2.89%	5
2016 Q4	$5.86M	Sell	144,402 -524	-0.4%	-$20.5K	4.91%	1
2016 Q3	$5.63M	Buy	144,926 +6,597	+5%	+$259K	4.27%	3
2016 Q2	$5.42M	Buy	138,329 +44,181	+47%	+$1.65M	4.47%	2
2016 Q1	$3.46M	Buy	+94,148	New	+$3.2M	3.24%	4

Other funds holding XMLV

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RJFSA

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Hefty Wealth Partners's XMLV Position: Q1 2018 in Review

Hefty Wealth Partners increased its Invesco S&P MidCap Low Volatility ETF (XMLV) stake by 0.82% in Q1 2018, buying an estimated $57.2K and bringing the position to 156,951 shares worth $7.03M. The position accounts for 4.53% of the portfolio, ranked #2.

Hefty Wealth Partners first reported a position in XMLV in Q1 2016 and has held it in 9 quarters since. The position peaked at $7.06M in Q4 2017. 121 funds tracked by Wall St. Rank hold XMLV as of Q1 2018.

Hefty Wealth Partners held 156,951 shares of Invesco S&P MidCap Low Volatility ETF worth $7.03M as of Q1 2018.
Hefty Wealth Partners bought 1,278 Invesco S&P MidCap Low Volatility ETF shares in Q1 2018, an estimated $57.2K.
Invesco S&P MidCap Low Volatility ETF made up 4.53% of Hefty Wealth Partners's portfolio in Q1 2018, its #2 holding.
Hefty Wealth Partners first reported a position in Invesco S&P MidCap Low Volatility ETF in Q1 2016 and has held it in 9 quarters since.
Hefty Wealth Partners's Invesco S&P MidCap Low Volatility ETF position peaked at $7.06M in Q4 2017.
121 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.