Integrated Advisors Network’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Integrated Advisors Network’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
2021 Q2	–	Sell	-5,677	Closed	-$297K	–	613
2021 Q1	$297K	Buy	5,677 +1,214	+27%	+$61.1K	0.03%	436
2020 Q4	$215K	Buy	+4,463	New	+$201K	0.02%	462
2020 Q1	–	Sell	-3,772	Closed	-$203K	–	453
2019 Q4	$203K	Buy	+3,772	New	+$200K	0.03%	399

Other funds holding XMLV

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

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

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

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Integrated Advisors Network's XMLV Position: Q2 2021 in Review

Integrated Advisors Network sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q2 2021, closing a stake of 5,677 shares — an estimated $297K sold.

Integrated Advisors Network first reported a position in XMLV in Q4 2019 and held it in 3 quarters. The position peaked at $297K in Q1 2021. 203 funds tracked by Wall St. Rank hold XMLV as of Q2 2021.

Integrated Advisors Network reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q2 2021 after selling out during the quarter.
Integrated Advisors Network sold 5,677 Invesco S&P MidCap Low Volatility ETF shares in Q2 2021, an estimated $297K.
Integrated Advisors Network first reported a position in Invesco S&P MidCap Low Volatility ETF in Q4 2019 and held it in 3 quarters.
Integrated Advisors Network's Invesco S&P MidCap Low Volatility ETF position peaked at $297K in Q1 2021.
203 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q2 2021.

Based on Integrated Advisors Network's 13F filing for Q2 2021, filed 6 Aug 2021.