Leicht Financial Planning & Wealth Management’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Leicht Financial Planning & 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
2020 Q1	–	Sell	-19,764	Closed	-$1.06M	–	71
2019 Q4	$1.06M	Sell	19,764 -7,864	-28%	-$417K	0.97%	32
2019 Q3	$1.45M	Buy	27,628 +5,927	+27%	+$307K	1.39%	23
2019 Q2	$1.11M	Buy	21,701 +8,533	+65%	+$433K	1.09%	26
2019 Q1	$654K	Buy	+13,168	New	+$632K	0.67%	34

Other funds holding XMLV

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJFSA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BCM

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Leicht Financial Planning & Wealth Management's XMLV Position: Q1 2020 in Review

Leicht Financial Planning & Wealth Management sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q1 2020, closing a stake of 19,764 shares — an estimated $1.06M sold.

Leicht Financial Planning & Wealth Management first reported a position in XMLV in Q1 2019 and held it in 4 quarters. The position peaked at $1.45M in Q3 2019. 229 funds tracked by Wall St. Rank hold XMLV as of Q1 2020.

Leicht Financial Planning & Wealth Management reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q1 2020 after selling out during the quarter.
Leicht Financial Planning & Wealth Management sold 19,764 Invesco S&P MidCap Low Volatility ETF shares in Q1 2020, an estimated $1.06M.
Leicht Financial Planning & Wealth Management first reported a position in Invesco S&P MidCap Low Volatility ETF in Q1 2019 and held it in 4 quarters.
Leicht Financial Planning & Wealth Management's Invesco S&P MidCap Low Volatility ETF position peaked at $1.45M in Q3 2019.
229 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q1 2020.

Based on Leicht Financial Planning & Wealth Management's 13F filing for Q1 2020, filed 13 Apr 2020.