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Lloyd Advisory Services’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Lloyd Advisory Services’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
2021
Q2 		– Sell
-3,526
Closed -$185K – 429
2021
Q1 		$185K Buy
+3,526
New +$177K 0.1% 70

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Commonwealth Equity Services
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Envestnet Asset Management
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Bank of America
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PI
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Lloyd Advisory Services's XMLV Position: Q2 2021 in Review

Lloyd Advisory Services sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q2 2021, closing a stake of 3,526 shares — an estimated $185K sold.

Lloyd Advisory Services first reported a position in XMLV in Q1 2021 and held it in 1 quarter. The position peaked at $185K in Q1 2021. 203 funds tracked by Wall St. Rank hold XMLV as of Q2 2021.

  • Lloyd Advisory Services reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q2 2021 after selling out during the quarter.
  • Lloyd Advisory Services sold 3,526 Invesco S&P MidCap Low Volatility ETF shares in Q2 2021, an estimated $185K.
  • Lloyd Advisory Services first reported a position in Invesco S&P MidCap Low Volatility ETF in Q1 2021 and held it in 1 quarter.
  • Lloyd Advisory Services's Invesco S&P MidCap Low Volatility ETF position peaked at $185K in Q1 2021.
  • 203 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q2 2021.

Based on Lloyd Advisory Services's 13F filing for Q2 2021, filed 9 Aug 2021.