Laurel Wealth Advisors (California)’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Laurel Wealth Advisors (California)’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
2020 Q4	–	Sell	-8,108	Closed	-$338K	–	435
2020 Q3	$338K	Sell	8,108 -102,622	-93%	-$4.37M	0.06%	282
2020 Q2	$4.58M	Buy	110,730 +32,591	+42%	+$1.35M	0.84%	25
2020 Q1	$3.11M	Buy	78,139 +42,626	+120%	+$2.12M	0.71%	31
2019 Q4	$1.91M	Buy	+35,513	New	+$1.88M	0.32%	77

Other funds holding XMLV

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Laurel Wealth Advisors (California)'s XMLV Position: Q4 2020 in Review

Laurel Wealth Advisors (California) sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q4 2020, closing a stake of 8,108 shares — an estimated $338K sold.

Laurel Wealth Advisors (California) first reported a position in XMLV in Q4 2019 and held it in 4 quarters. The position peaked at $4.58M in Q2 2020. 219 funds tracked by Wall St. Rank hold XMLV as of Q4 2020.

Laurel Wealth Advisors (California) reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q4 2020 after selling out during the quarter.
Laurel Wealth Advisors (California) sold 8,108 Invesco S&P MidCap Low Volatility ETF shares in Q4 2020, an estimated $338K.
Laurel Wealth Advisors (California) first reported a position in Invesco S&P MidCap Low Volatility ETF in Q4 2019 and held it in 4 quarters.
Laurel Wealth Advisors (California)'s Invesco S&P MidCap Low Volatility ETF position peaked at $4.58M in Q2 2020.
219 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q4 2020.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2020, filed 3 Mar 2021.