IPAM
Investment Partners Asset Management’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Buy |
16,553
+444
| +3% | +$27.4K | 0.71% | 39 |
|
|
2025
Q1 | $994K | Buy |
16,109
+1,097
| +7% | +$67.7K | 0.78% | 38 |
|
|
2024
Q4 | $913K | Buy |
15,012
+394
| +3% | +$24K | 0.72% | 38 |
|
|
2024
Q3 | $892K | Hold |
14,618
| – | – | 0.73% | 40 |
|
|
2024
Q2 | $807K | Buy |
14,618
+209
| +1% | +$11.5K | 0.72% | 41 |
|
|
2024
Q1 | $813K | Buy |
14,409
+122
| +0.9% | +$6.88K | 0.73% | 39 |
|
|
2023
Q4 | $760K | Buy |
+14,287
| New | +$760K | 0.76% | 41 |
|