Howard Capital Management’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Howard Capital Management’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
2022 Q2	–	Sell	-4,035	Closed	-$225K	–	43
2022 Q1	$225K	Sell	4,035 -207	-5%	-$11.4K	0.05%	36
2021 Q4	$248K	Sell	4,242 -518	-11%	-$28.9K	0.03%	65
2021 Q3	$252K	Buy	+4,760	New	+$258K	0.04%	54

Other funds holding XMLV

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CPA

Capital Planning Advisors Roseville, California $692M AUM 21.81% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Howard Capital Management's XMLV Position: Q2 2022 in Review

Howard Capital Management sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q2 2022, closing a stake of 4,035 shares — an estimated $225K sold.

Howard Capital Management first reported a position in XMLV in Q3 2021 and held it in 3 quarters. The position peaked at $252K in Q3 2021. 189 funds tracked by Wall St. Rank hold XMLV as of Q2 2022.

Howard Capital Management reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q2 2022 after selling out during the quarter.
Howard Capital Management sold 4,035 Invesco S&P MidCap Low Volatility ETF shares in Q2 2022, an estimated $225K.
Howard Capital Management first reported a position in Invesco S&P MidCap Low Volatility ETF in Q3 2021 and held it in 3 quarters.
Howard Capital Management's Invesco S&P MidCap Low Volatility ETF position peaked at $252K in Q3 2021.
189 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q2 2022.

Based on Howard Capital Management's 13F filing for Q2 2022, filed 27 Jul 2022.