Kestra Private Wealth Services’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $287K | Sell |
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|
2025
Q1 | $309K | Sell |
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|
2024
Q4 | $311K | Sell |
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|
2024
Q3 | $317K | Sell |
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|
2024
Q2 | $289K | Sell |
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|
2024
Q1 | $322K | Sell |
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|
2023
Q4 | $454K | Sell |
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|
2023
Q3 | $734K | Buy |
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|
2023
Q2 | $669K | Sell |
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|
2023
Q1 | $1.15M | Sell |
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|
2022
Q4 | $1.73M | Sell |
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|
2022
Q3 | $3.56M | Sell |
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|
2022
Q2 | $5.73M | Sell |
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|
2022
Q1 | $8.94M | Buy |
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|
2021
Q4 | $7.38M | Buy |
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|
2021
Q3 | $4.05M | Buy |
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|
2021
Q2 | $1.45M | Buy |
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|
2021
Q1 | $837K | Buy |
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|
2020
Q4 | $612K | Buy |
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|
2020
Q3 | $315K | Buy |
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