Householder Group Estate & Retirement Specialist’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q4	–	Sell	-5,726	Closed	-$349K	–	1252
2024 Q3	$349K	Sell	5,726 -1,174	-17%	-$68.5K	0.1%	175
2024 Q2	$381K	Sell	6,900 -3,221	-32%	-$179K	0.11%	159
2024 Q1	$571K	Buy	10,121 +57	+0.6%	+$3.07K	0.17%	122
2023 Q4	$535K	Sell	10,064 -348	-3%	-$17.5K	0.18%	112
2023 Q3	$512K	Buy	+10,412	New	+$537K	0.18%	103
2023 Q1	$687K	Buy	+13,117	New	+$710K	0.26%	85
2022 Q4	–	Sell	-14,007	Closed	-$672K	–	1191
2022 Q3	$672K	Sell	14,007 -995	-7%	-$52.5K	0.28%	80
2022 Q2	$771K	Sell	15,002 -1,741	-10%	-$93.5K	0.34%	64
2022 Q1	$934K	Sell	16,743 -221	-1%	-$12.1K	0.38%	70
2021 Q4	$992K	Buy	+16,964	New	+$948K	0.37%	72

Other funds holding XMLV

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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 $79.5B AUM 27.1% 1-Year Est. Return

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

Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's XMLV Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q4 2024, closing a stake of 5,726 shares — an estimated $349K sold.

Householder Group Estate & Retirement Specialist first reported a position in XMLV in Q4 2021 and held it in 10 quarters. The position peaked at $992K in Q4 2021. 201 funds tracked by Wall St. Rank hold XMLV as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 5,726 Invesco S&P MidCap Low Volatility ETF shares in Q4 2024, an estimated $349K.
Householder Group Estate & Retirement Specialist first reported a position in Invesco S&P MidCap Low Volatility ETF in Q4 2021 and held it in 10 quarters.
Householder Group Estate & Retirement Specialist's Invesco S&P MidCap Low Volatility ETF position peaked at $992K in Q4 2021.
201 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.