Larson Financial Group’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.1K | Buy |
228
+1
| +0.4% | +$62 | ﹤0.01% | 1648 |
|
|
2025
Q1 | $14K | Buy |
227
+2
| +0.9% | +$123 | ﹤0.01% | 1493 |
|
|
2024
Q4 | $13.7K | Buy |
225
+1
| +0.4% | +$61 | ﹤0.01% | 1368 |
|
|
2024
Q3 | $13.7K | Sell |
224
-211
| -49% | -$12.9K | ﹤0.01% | 1350 |
|
|
2024
Q2 | $24K | Buy |
+435
| New | +$24K | ﹤0.01% | 998 |
|
|
2024
Q1 | – | Sell |
-247
| Closed | -$13.1K | – | 1899 |
|
|
2023
Q4 | $13.1K | Hold |
247
| – | – | ﹤0.01% | 950 |
|
|
2023
Q3 | $12.1K | Hold |
247
| – | – | ﹤0.01% | 945 |
|
|
2023
Q2 | $12.8K | Sell |
247
-1,903
| -89% | -$98.5K | ﹤0.01% | 858 |
|
|
2023
Q1 | $113K | Buy |
2,150
+716
| +50% | +$37.5K | 0.01% | 411 |
|
|
2022
Q4 | $76.7K | Buy |
+1,434
| New | +$76.7K | 0.01% | 442 |
|