MHS
XMLV icon

M Holdings Securities’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

M Holdings Securities’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
2019
Q2 		– Sell
-6,481
Closed -$322K – 361
2019
Q1 		$322K Hold
6,481
– – 0.07% 266
2018
Q4 		$288K Buy
+6,481
New +$303K 0.09% 252
2018
Q2 		– Sell
-6,481
Closed -$290K – 355
2018
Q1 		$290K Hold
6,481
– – 0.09% 254
2017
Q4 		$294K Hold
6,481
– – 0.09% 252
2017
Q3 		$284K Buy
6,481
+1,230
+23% +$53.6K 0.09% 244
2017
Q2 		$227K Hold
5,251
– – 0.08% 266
2017
Q1 		$222K Buy
+5,251
New +$219K 0.09% 244

Other funds holding XMLV

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Commonwealth Equity Services
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