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MIM
Macroview Investment Management’s
Invesco S&P MidCap Low Volatility ETF
XMLV
Stock Holding History
Macroview Investment Management’s Portfolio
XMLV Stock Details
XMLV Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q3
–
Sell
-232
Closed
-$12K
–
874
2023
Q2
$12K
Buy
232
+2
+0.9%
+$103
0.02%
204
2023
Q1
$12.1K
Buy
230
+2
+0.9%
+$108
0.02%
196
2022
Q4
$12.2K
Hold
228
–
–
0.02%
173
2022
Q3
$11K
Sell
228
-237
-51%
-$12.5K
0.02%
180
2022
Q2
$24K
Buy
465
+1
+0.2%
+$54
0.04%
124
2022
Q1
$26K
Buy
464
+240
+107%
+$13.2K
0.04%
128
2021
Q4
$13K
Buy
224
+1
+0.4%
+$56
0.02%
232
2021
Q3
$12K
Buy
223
+1
+0.5%
+$54
0.02%
155
2021
Q2
$12K
Hold
222
–
–
0.02%
169
2021
Q1
$12K
Buy
222
+1
+0.5%
+$50
0.02%
151
2020
Q4
$11K
Hold
221
–
–
0.02%
144
2020
Q3
$9K
Buy
221
+1
+0.5%
+$43
0.02%
138
2020
Q2
$9K
Buy
220
+2
+0.9%
+$83
0.02%
126
2020
Q1
$9K
Buy
218
+2
+0.9%
+$99
0.02%
125
2019
Q4
$12K
Buy
+216
New
+$11.4K
0.02%
136
Other funds holding XMLV
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
LPL Financial
San Diego, California
$377B AUM
19.32%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Cambridge Investment Research Advisors
Fairfield, Iowa
$38.8B AUM
21.88%
1-Year Est. Return
PNC Financial Services Group
Pittsburgh, Pennsylvania
$173B AUM
20.72%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$666B AUM
30.12%
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
HNB
Huntington National Bank
Columbus, Ohio
$18.1B AUM
24.69%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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