IAG
XMLV icon

Investment Advisory Group’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Investment Advisory Group’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
-4,242
Closed -$236K – 138
2022
Q1 		$236K Sell
4,242
-145
-3% -$7.96K 0.14% 113
2021
Q4 		$237K Buy
+4,387
New +$245K 0.15% 105

Other funds holding XMLV

PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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
Ameriprise
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Investment Advisory Group's XMLV Position: Q2 2022 in Review

Investment Advisory Group sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q2 2022, closing a stake of 4,242 shares — an estimated $236K sold.

Investment Advisory Group first reported a position in XMLV in Q4 2021 and held it in 2 quarters. The position peaked at $237K in Q4 2021. 189 funds tracked by Wall St. Rank hold XMLV as of Q2 2022.

  • Investment Advisory Group reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q2 2022 after selling out during the quarter.
  • Investment Advisory Group sold 4,242 Invesco S&P MidCap Low Volatility ETF shares in Q2 2022, an estimated $236K.
  • Investment Advisory Group first reported a position in Invesco S&P MidCap Low Volatility ETF in Q4 2021 and held it in 2 quarters.
  • Investment Advisory Group's Invesco S&P MidCap Low Volatility ETF position peaked at $237K in Q4 2021.
  • 189 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q2 2022.

Based on Investment Advisory Group's 13F filing for Q2 2022, filed 18 Jul 2022.