Jaffetilchin Investment Partners’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Jaffetilchin Investment Partners’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
2024 Q4	–	Sell	-1,226	Closed	-$74.8K	–	1326
2024 Q3	$74.8K	Buy	+1,226	New	+$71.6K	0.01%	507
2020 Q2	–	Sell	-8,483	Closed	-$338K	–	245
2020 Q1	$338K	Sell	8,483 -13	-0.2%	-$646	0.12%	113
2019 Q4	$457K	Buy	8,496 +2,034	+31%	+$108K	0.1%	132
2019 Q3	$340K	Sell	6,462 -879	-12%	-$45.6K	0.08%	155
2019 Q2	$376K	Sell	7,341 -2,137	-23%	-$108K	0.09%	167
2019 Q1	$471K	Buy	9,478 +1,888	+25%	+$90.6K	0.1%	167
2018 Q4	$337K	Buy	+7,590	New	+$355K	0.08%	167
2018 Q3	–	Sell	-17,629	Closed	-$829K	–	341
2018 Q2	$829K	Sell	17,629 -832	-5%	-$38.1K	0.18%	102
2018 Q1	$827K	Buy	+18,461	New	+$826K	0.19%	90
2017 Q4	–	Sell	-20,325	Closed	-$892K	–	307
2017 Q3	$892K	Buy	+20,325	New	+$885K	0.21%	82
2017 Q2	–	Sell	-11,573	Closed	-$490K	–	302
2017 Q1	$490K	Buy	+11,573	New	+$483K	0.12%	136

Other funds holding XMLV

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BCM

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Dorval Corp Maple Grove, Minnesota $322M AUM 7.74% 1-Year Est. Return

Jaffetilchin Investment Partners's XMLV Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q4 2024, closing a stake of 1,226 shares — an estimated $74.8K sold.

Jaffetilchin Investment Partners first reported a position in XMLV in Q1 2017 and held it in 11 quarters. The position peaked at $892K in Q3 2017. 201 funds tracked by Wall St. Rank hold XMLV as of Q4 2024.

Jaffetilchin Investment Partners reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q4 2024 after selling out during the quarter.
Jaffetilchin Investment Partners sold 1,226 Invesco S&P MidCap Low Volatility ETF shares in Q4 2024, an estimated $74.8K.
Jaffetilchin Investment Partners first reported a position in Invesco S&P MidCap Low Volatility ETF in Q1 2017 and held it in 11 quarters.
Jaffetilchin Investment Partners's Invesco S&P MidCap Low Volatility ETF position peaked at $892K in Q3 2017.
201 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.