LifePlan Financial Group’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

LifePlan Financial Group’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 Q3	$19K	Buy	450 +166	+58%	+$7.07K	0.01%	351
2020 Q2	$12K	Hold	284	–	–	0.01%	397
2020 Q1	$11K	Hold	284	–	–	0.01%	393
2019 Q4	$15K	Hold	284	–	–	0.01%	385
2019 Q3	$15K	Sell	284 -436	-61%	-$22.6K	0.01%	382
2019 Q2	$37K	Hold	720	–	–	0.02%	278
2019 Q1	$36K	Hold	720	–	–	0.02%	282
2018 Q4	$32K	Buy	+720	New	+$33.7K	0.02%	282
2018 Q3	–	Sell	-720	Closed	-$34K	–	547
2018 Q2	$34K	Buy	+720	New	+$33K	0.02%	277

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

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

BCM

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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

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

LifePlan Financial Group's XMLV Position: Q3 2020 in Review

LifePlan Financial Group increased its Invesco S&P MidCap Low Volatility ETF (XMLV) stake by 58% in Q3 2020, buying an estimated $7.07K and bringing the position to 450 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #351.

LifePlan Financial Group first reported a position in XMLV in Q2 2018 and has held it in 9 quarters since. The position peaked at $37K in Q2 2019. 198 funds tracked by Wall St. Rank hold XMLV as of Q3 2020.

LifePlan Financial Group held 450 shares of Invesco S&P MidCap Low Volatility ETF worth $19K as of Q3 2020.
LifePlan Financial Group bought 166 Invesco S&P MidCap Low Volatility ETF shares in Q3 2020, an estimated $7.07K.
Invesco S&P MidCap Low Volatility ETF made up 0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #351 holding.
LifePlan Financial Group first reported a position in Invesco S&P MidCap Low Volatility ETF in Q2 2018 and has held it in 9 quarters since.
LifePlan Financial Group's Invesco S&P MidCap Low Volatility ETF position peaked at $37K in Q2 2019.
198 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.