Leelyn Smith’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Leelyn Smith’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
2023 Q1	–	Sell	-774	Closed	-$41.4K	–	452
2022 Q4	$41.4K	Sell	774 -26	-3%	-$1.37K	0.01%	199
2022 Q3	$38K	Hold	800	–	–	0.01%	171
2022 Q2	$41K	Hold	800	–	–	0.01%	204
2022 Q1	$45K	Sell	800 -587	-42%	-$32.2K	0.01%	206
2021 Q4	$81K	Hold	1,387	–	–	0.02%	180
2021 Q3	$73K	Sell	1,387 -462	-25%	-$25.1K	0.02%	182
2021 Q2	$99K	Hold	1,849	–	–	0.03%	164
2021 Q1	$97K	Hold	1,849	–	–	0.03%	167
2020 Q4	$89K	Sell	1,849 -353	-16%	-$15.9K	0.03%	170
2020 Q3	$92K	Buy	2,202 +1	+0%	+$43	0.03%	168
2020 Q2	$91K	Sell	2,201 -70	-3%	-$2.89K	0.04%	168
2020 Q1	$90K	Sell	2,271 -1,299	-36%	-$64.6K	0.05%	143
2019 Q4	$192K	Buy	+3,570	New	+$189K	0.09%	113

Other funds holding XMLV

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

BCM

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Leelyn Smith's XMLV Position: Q1 2023 in Review

Leelyn Smith sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q1 2023, closing a stake of 774 shares — an estimated $41.4K sold.

Leelyn Smith first reported a position in XMLV in Q4 2019 and held it in 13 quarters. The position peaked at $192K in Q4 2019. 190 funds tracked by Wall St. Rank hold XMLV as of Q1 2023.

Leelyn Smith reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q1 2023 after selling out during the quarter.
Leelyn Smith sold 774 Invesco S&P MidCap Low Volatility ETF shares in Q1 2023, an estimated $41.4K.
Leelyn Smith first reported a position in Invesco S&P MidCap Low Volatility ETF in Q4 2019 and held it in 13 quarters.
Leelyn Smith's Invesco S&P MidCap Low Volatility ETF position peaked at $192K in Q4 2019.
190 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q1 2023.

Based on Leelyn Smith's 13F filing for Q1 2023, filed 12 May 2023.