Investors Asset Management of Georgia’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Investors Asset Management of Georgia’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 Q4	–	Sell	-200	Closed	-$10K	–	540
2022 Q3	$10K	Hold	200	–	–	0.01%	469
2022 Q2	$10K	Buy	+200	New	+$10.7K	0.01%	414

Other funds holding XMLV

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BCM

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

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Investors Asset Management of Georgia's XMLV Position: Q4 2022 in Review

Investors Asset Management of Georgia sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q4 2022, closing a stake of 200 shares — an estimated $10K sold.

Investors Asset Management of Georgia first reported a position in XMLV in Q2 2022 and held it in 2 quarters. The position peaked at $10K in Q3 2022. 198 funds tracked by Wall St. Rank hold XMLV as of Q4 2022.

Investors Asset Management of Georgia reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q4 2022 after selling out during the quarter.
Investors Asset Management of Georgia sold 200 Invesco S&P MidCap Low Volatility ETF shares in Q4 2022, an estimated $10K.
Investors Asset Management of Georgia first reported a position in Invesco S&P MidCap Low Volatility ETF in Q2 2022 and held it in 2 quarters.
Investors Asset Management of Georgia's Invesco S&P MidCap Low Volatility ETF position peaked at $10K in Q3 2022.
198 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q4 2022.

Based on Investors Asset Management of Georgia's 13F filing for Q4 2022, filed 2 Feb 2023.