ICA Group Wealth Management’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

ICA Group Wealth 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
2024 Q2	–	Sell	-193	Closed	-$10.9K	–	1343
2024 Q1	$10.9K	Hold	193	–	–	﹤0.01%	866
2023 Q4	$10.3K	Buy	+193	New	+$9.72K	﹤0.01%	870
2023 Q3	–	Sell	-193	Closed	-$9.99K	–	1261
2023 Q2	$9.99K	Hold	193	–	–	﹤0.01%	840
2023 Q1	$10.1K	Hold	193	–	–	﹤0.01%	806
2022 Q4	$10.3K	Buy	+193	New	+$10.1K	﹤0.01%	817

Other funds holding XMLV

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

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

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

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 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 $71.6B AUM 21.08% 1-Year Est. Return

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

ICA Group Wealth Management's XMLV Position: Q2 2024 in Review

ICA Group Wealth Management sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q2 2024, closing a stake of 193 shares — an estimated $10.9K sold.

ICA Group Wealth Management first reported a position in XMLV in Q4 2022 and held it in 5 quarters. The position peaked at $10.9K in Q1 2024. 184 funds tracked by Wall St. Rank hold XMLV as of Q2 2024.

ICA Group Wealth Management reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q2 2024 after selling out during the quarter.
ICA Group Wealth Management sold 193 Invesco S&P MidCap Low Volatility ETF shares in Q2 2024, an estimated $10.9K.
ICA Group Wealth Management first reported a position in Invesco S&P MidCap Low Volatility ETF in Q4 2022 and held it in 5 quarters.
ICA Group Wealth Management's Invesco S&P MidCap Low Volatility ETF position peaked at $10.9K in Q1 2024.
184 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.