LPWM
XMLV icon

Lake Point Wealth Management’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Lake Point 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
2021
Q4 		– Sell
-151
Closed -$8K – 495
2021
Q3 		$8K Buy
+151
New +$8.19K ﹤0.01% 198

Other funds holding XMLV

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LPL Financial
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Lake Point Wealth Management's XMLV Position: Q4 2021 in Review

Lake Point Wealth Management sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q4 2021, closing a stake of 151 shares — an estimated $8K sold.

Lake Point Wealth Management first reported a position in XMLV in Q3 2021 and held it in 1 quarter. The position peaked at $8K in Q3 2021. 207 funds tracked by Wall St. Rank hold XMLV as of Q4 2021.

  • Lake Point Wealth Management reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q4 2021 after selling out during the quarter.
  • Lake Point Wealth Management sold 151 Invesco S&P MidCap Low Volatility ETF shares in Q4 2021, an estimated $8K.
  • Lake Point Wealth Management first reported a position in Invesco S&P MidCap Low Volatility ETF in Q3 2021 and held it in 1 quarter.
  • Lake Point Wealth Management's Invesco S&P MidCap Low Volatility ETF position peaked at $8K in Q3 2021.
  • 207 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q4 2021.

Based on Lake Point Wealth Management's 13F filing for Q4 2021, filed 23 Feb 2022.