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Impact Partnership Wealth’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Impact Partnership Wealth’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
-85
Closed -$4.79K – 708
2024
Q1 		$4.79K Sell
85
-3,651
-98% -$197K ﹤0.01% 505
2023
Q4 		$199K Sell
3,736
-14,569
-80% -$734K 0.07% 185
2023
Q3 		$900K Buy
+18,305
New +$945K 0.28% 40

Other funds holding XMLV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
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
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Impact Partnership Wealth's XMLV Position: Q2 2024 in Review

Impact Partnership Wealth sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q2 2024, closing a stake of 85 shares — an estimated $4.79K sold.

Impact Partnership Wealth first reported a position in XMLV in Q3 2023 and held it in 3 quarters. The position peaked at $900K in Q3 2023. 184 funds tracked by Wall St. Rank hold XMLV as of Q2 2024.

  • Impact Partnership Wealth reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q2 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 85 Invesco S&P MidCap Low Volatility ETF shares in Q2 2024, an estimated $4.79K.
  • Impact Partnership Wealth first reported a position in Invesco S&P MidCap Low Volatility ETF in Q3 2023 and held it in 3 quarters.
  • Impact Partnership Wealth's Invesco S&P MidCap Low Volatility ETF position peaked at $900K in Q3 2023.
  • 184 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q2 2024.

Based on Impact Partnership Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.