J. Arnold Wealth Management’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

J. Arnold Wealth Management’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 Q1	–	Sell	-3,077	Closed	-$180K	–	59
2021 Q4	$180K	Buy	3,077 +7	+0.2%	+$391	0.08%	32
2021 Q3	$161K	Buy	3,070 +3,050	+15,250%	+$165K	0.08%	42
2021 Q2	$1K	Hold	20	–	–	﹤0.01%	103
2021 Q1	$1K	Hold	20	–	–	﹤0.01%	96
2020 Q4	$1K	Hold	20	–	–	﹤0.01%	91
2020 Q3	$1K	Hold	20	–	–	﹤0.01%	64
2020 Q2	$1K	Buy	+20	New	+$826	﹤0.01%	64
2020 Q1	–	Sell	-3,082	Closed	-$166K	–	87
2019 Q4	$166K	Buy	+3,082	New	+$163K	0.21%	54

Other funds holding XMLV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BCM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

J. Arnold Wealth Management's XMLV Position: Q1 2022 in Review

J. Arnold Wealth Management sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q1 2022, closing a stake of 3,077 shares — an estimated $180K sold.

J. Arnold Wealth Management first reported a position in XMLV in Q4 2019 and held it in 8 quarters. The position peaked at $180K in Q4 2021. 199 funds tracked by Wall St. Rank hold XMLV as of Q1 2022.

J. Arnold Wealth Management reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q1 2022 after selling out during the quarter.
J. Arnold Wealth Management sold 3,077 Invesco S&P MidCap Low Volatility ETF shares in Q1 2022, an estimated $180K.
J. Arnold Wealth Management first reported a position in Invesco S&P MidCap Low Volatility ETF in Q4 2019 and held it in 8 quarters.
J. Arnold Wealth Management's Invesco S&P MidCap Low Volatility ETF position peaked at $180K in Q4 2021.
199 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q1 2022.

Based on J. Arnold Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.