John W. Brooker & Co’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

John W. Brooker & Co’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	-176	Closed	-$9K	–	208
2021 Q3	$9K	Buy	176 +1	+0.6%	+$54	0.01%	146
2021 Q2	$9K	Hold	175	–	–	0.01%	143
2021 Q1	$9K	Hold	175	–	–	0.01%	132
2020 Q4	$8K	Buy	175 +1	+0.6%	+$45	0.01%	129
2020 Q3	$7K	Buy	174 +1	+0.6%	+$43	﹤0.01%	128
2020 Q2	$7K	Buy	173 +2	+1%	+$83	0.01%	130
2020 Q1	$7K	Buy	171 +1	+0.6%	+$50	0.01%	131
2019 Q4	$9K	Buy	+170	New	+$9.01K	0.01%	128

Other funds holding XMLV

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

John W. Brooker & Co's XMLV Position: Q4 2021 in Review

John W. Brooker & Co sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q4 2021, closing a stake of 176 shares — an estimated $9K sold.

John W. Brooker & Co first reported a position in XMLV in Q4 2019 and held it in 8 quarters. The position peaked at $9K in Q3 2021. 206 funds tracked by Wall St. Rank hold XMLV as of Q4 2021.

John W. Brooker & Co reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q4 2021 after selling out during the quarter.
John W. Brooker & Co sold 176 Invesco S&P MidCap Low Volatility ETF shares in Q4 2021, an estimated $9K.
John W. Brooker & Co first reported a position in Invesco S&P MidCap Low Volatility ETF in Q4 2019 and held it in 8 quarters.
John W. Brooker & Co's Invesco S&P MidCap Low Volatility ETF position peaked at $9K in Q3 2021.
206 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q4 2021.

Based on John W. Brooker & Co's 13F filing for Q4 2021, filed 14 Jan 2022.