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Hoover Financial Advisors’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Hoover Financial Advisors’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
-910
Closed -$45K – 649
2020
Q4 		$45K Hold
910
– – 0.01% 249
2020
Q3 		$38K Hold
910
– – 0.01% 143
2020
Q2 		$38K Buy
+910
New +$37.6K 0.01% 213

Other funds holding XMLV

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Hoover Financial Advisors's XMLV Position: Q1 2021 in Review

Hoover Financial Advisors sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q1 2021, closing a stake of 910 shares — an estimated $45K sold.

Hoover Financial Advisors first reported a position in XMLV in Q2 2020 and held it in 3 quarters. The position peaked at $45K in Q4 2020. 204 funds tracked by Wall St. Rank hold XMLV as of Q1 2021.

  • Hoover Financial Advisors reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q1 2021 after selling out during the quarter.
  • Hoover Financial Advisors sold 910 Invesco S&P MidCap Low Volatility ETF shares in Q1 2021, an estimated $45K.
  • Hoover Financial Advisors first reported a position in Invesco S&P MidCap Low Volatility ETF in Q2 2020 and held it in 3 quarters.
  • Hoover Financial Advisors's Invesco S&P MidCap Low Volatility ETF position peaked at $45K in Q4 2020.
  • 204 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q1 2021.

Based on Hoover Financial Advisors's 13F filing for Q1 2021, filed 14 May 2021.