Kingsview Wealth Management’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
Q3 | – | Sell |
-5,579
| Closed | -$344K | – | 1302 |
|
|
2025
Q2 | $344K | Sell |
5,579
-567
| -9% | -$34.4K | 0.01% | 896 |
|
|
2025
Q1 | $379K | Sell |
6,146
-4
| -0.1% | -$246 | 0.01% | 811 |
|
|
2024
Q4 | $374K | Buy |
6,150
+121
| +2% | +$7.56K | 0.01% | 827 |
|
|
2024
Q3 | $368K | Sell |
6,029
-196
| -3% | -$11.4K | 0.01% | 808 |
|
|
2024
Q2 | $344K | Sell |
6,225
-195
| -3% | -$10.8K | 0.01% | 798 |
|
|
2024
Q1 | $362K | Sell |
6,420
-719
| -10% | -$38.7K | 0.01% | 753 |
|
|
2023
Q4 | $380K | Sell |
7,139
-1,478
| -17% | -$74.5K | 0.01% | 704 |
|
|
2023
Q3 | $424K | Buy |
8,617
+1,284
| +18% | +$66.3K | 0.02% | 663 |
|
|
2023
Q2 | $379K | Buy |
7,333
+1,911
| +35% | +$98.2K | 0.01% | 665 |
|
|
2023
Q1 | $284K | Hold |
5,422
| – | – | 0.01% | 724 |
|
|
2022
Q4 | $290K | Sell |
5,422
-150
| -3% | -$7.89K | 0.01% | 679 |
|
|
2022
Q3 | $268K | Hold |
5,572
| – | – | 0.01% | 670 |
|
|
2022
Q2 | $286K | Sell |
5,572
-1,850
| -25% | -$99.3K | 0.01% | 676 |
|
|
2022
Q1 | $414K | Sell |
7,422
-720
| -9% | -$39.5K | 0.02% | 616 |
|
|
2021
Q4 | $476K | Sell |
8,142
-2,470
| -23% | -$138K | 0.02% | 589 |
|
|
2021
Q3 | $557K | Sell |
10,612
-300
| -3% | -$16.3K | 0.03% | 516 |
|
|
2021
Q2 | $587K | Buy |
10,912
+185
| +2% | +$10K | 0.03% | 518 |
|
|
2021
Q1 | $570K | Sell |
10,727
-1,459
| -12% | -$73.4K | 0.03% | 483 |
|
|
2020
Q4 | $586K | Sell |
12,186
-981
| -7% | -$44.2K | 0.04% | 413 |
|
|
2020
Q3 | $549K | Buy |
13,167
+3,990
| +43% | +$170K | 0.05% | 350 |
|
|
2020
Q2 | $380K | Sell |
9,177
-2,743
| -23% | -$113K | 0.04% | 394 |
|
|
2020
Q1 | $475K | Buy |
11,920
+2,927
| +33% | +$146K | 0.06% | 273 |
|
|
2019
Q4 | $484K | Buy |
+8,993
| New | +$476K | 0.06% | 289 |
|
Other funds holding XMLV
BCM
DC
