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

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 $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BCM

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Macroview Investment Management's XMLV Position: Q3 2023 in Review

Macroview Investment Management sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q3 2023, closing a stake of 232 shares — an estimated $12K sold.

Macroview Investment Management first reported a position in XMLV in Q4 2019 and held it in 15 quarters. The position peaked at $26K in Q1 2022. 182 funds tracked by Wall St. Rank hold XMLV as of Q3 2023.

Macroview Investment Management reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q3 2023 after selling out during the quarter.
Macroview Investment Management sold 232 Invesco S&P MidCap Low Volatility ETF shares in Q3 2023, an estimated $12K.
Macroview Investment Management first reported a position in Invesco S&P MidCap Low Volatility ETF in Q4 2019 and held it in 15 quarters.
Macroview Investment Management's Invesco S&P MidCap Low Volatility ETF position peaked at $26K in Q1 2022.
182 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q3 2023.

Based on Macroview Investment Management's 13F filing for Q3 2023, filed 26 Oct 2023.