MIAN
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Mariner Independent Advisor Network’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Mariner Independent Advisor Network’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
2022
Q3 		$3.29M Sell
68,425
-850
-1% -$44.9K 0.14% 161
2022
Q2 		$3.61M Buy
69,275
+8,062
+13% +$433K 0.15% 156
2022
Q1 		$3.42M Buy
61,213
+22,833
+59% +$1.25M 0.13% 164
2021
Q4 		$2.23M Sell
38,380
-1,648
-4% -$92.1K 0.1% 206
2021
Q3 		$2.1M Sell
40,028
-31,005
-44% -$1.68M 0.1% 221
2021
Q2 		$3.8M Sell
71,033
-14,861
-17% -$803K 0.17% 146
2021
Q1 		$4.5M Sell
85,894
-182,812
-68% -$9.2M 0.23% 109
2020
Q4 		$12.9M Buy
268,706
+28,567
+12% +$1.29M 0.69% 27
2020
Q3 		$10M Buy
240,139
+11,639
+5% +$496K 0.83% 23
2020
Q2 		$9.46M Buy
228,500
+39,013
+21% +$1.61M 0.87% 24
2020
Q1 		$7.13M Buy
189,487
+10,311
+6% +$513K 0.64% 35
2019
Q4 		$9.64M Buy
179,176
+12,366
+7% +$655K 0.69% 29
2019
Q3 		$8.68M Buy
166,810
+8,817
+6% +$457K 0.66% 32
2019
Q2 		$8.07M Buy
+157,993
New +$8.02M 0.61% 37
2019
Q1 		– Sell
-42,155
Closed -$1.92M – 380
2018
Q4 		$1.92M Buy
+42,155
New +$1.97M 0.17% 135
2018
Q2 		– Sell
-204,270
Closed -$9.15M – 322
2018
Q1 		$9.15M Buy
204,270
+102,440
+101% +$4.58M 0.56% 42
2017
Q4 		$4.58M Buy
101,830
+78,354
+334% +$3.55M 0.48% 46
2017
Q3 		$1.03M Buy
+23,476
New +$1.02M 0.17% 93

Other funds holding XMLV

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
CPA
Capital Planning Advisors Roseville, California $692M AUM 21.81% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Mariner Independent Advisor Network's XMLV Position: Q3 2022 in Review

Mariner Independent Advisor Network reduced its Invesco S&P MidCap Low Volatility ETF (XMLV) stake by 1.2% in Q3 2022, selling an estimated $44.9K and leaving 68,425 shares worth $3.29M. The position accounts for 0.14% of the portfolio, ranked #161.

Mariner Independent Advisor Network first reported a position in XMLV in Q3 2017 and has held it in 18 quarters since. The position peaked at $12.9M in Q4 2020. 183 funds tracked by Wall St. Rank hold XMLV as of Q3 2022.

  • Mariner Independent Advisor Network held 68,425 shares of Invesco S&P MidCap Low Volatility ETF worth $3.29M as of Q3 2022.
  • Mariner Independent Advisor Network sold 850 Invesco S&P MidCap Low Volatility ETF shares in Q3 2022, an estimated $44.9K.
  • Invesco S&P MidCap Low Volatility ETF made up 0.14% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #161 holding.
  • Mariner Independent Advisor Network first reported a position in Invesco S&P MidCap Low Volatility ETF in Q3 2017 and has held it in 18 quarters since.
  • Mariner Independent Advisor Network's Invesco S&P MidCap Low Volatility ETF position peaked at $12.9M in Q4 2020.
  • 183 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.