IF
XMLV icon

Ironwood Financial’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Ironwood Financial’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
Q4 		– Sell
-150
Closed -$8K – 560
2021
Q3 		$8K Hold
150
– – ﹤0.01% 396
2021
Q2 		$8K Hold
150
– – ﹤0.01% 394
2021
Q1 		$8K Buy
+150
New +$7.54K ﹤0.01% 371

Other funds holding XMLV

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Ironwood Financial's XMLV Position: Q4 2021 in Review

Ironwood Financial sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q4 2021, closing a stake of 150 shares — an estimated $8K sold.

Ironwood Financial first reported a position in XMLV in Q1 2021 and held it in 3 quarters. The position peaked at $8K in Q3 2021. 207 funds tracked by Wall St. Rank hold XMLV as of Q4 2021.

  • Ironwood Financial reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q4 2021 after selling out during the quarter.
  • Ironwood Financial sold 150 Invesco S&P MidCap Low Volatility ETF shares in Q4 2021, an estimated $8K.
  • Ironwood Financial first reported a position in Invesco S&P MidCap Low Volatility ETF in Q1 2021 and held it in 3 quarters.
  • Ironwood Financial's Invesco S&P MidCap Low Volatility ETF position peaked at $8K in Q3 2021.
  • 207 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.