Medallion Wealth Advisors, LLC’s Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF XRLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
2025
Q4
$1.3K Hold
2025
Q3
$1.33K Hold
2025
Q2
$1.33K Hold
2025
Q1
$1.36K Hold
2024
Q4
$1.27K Buy