Marshall Financial Group (Maryland)’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Marshall Financial Group (Maryland)’s Portfolio XMLV Stock Details XMLV Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$206K	Sell
2025 Q2	$236K	Sell
2025 Q1	$272K	Sell
2024 Q4	$295K	Sell
2024 Q3	$307K	Buy
2022 Q2	–	Sell
2022 Q1	$227K	Sell
2021 Q4	$281K	Sell
2021 Q3	$907K	Buy
2021 Q1	–	Sell
2020 Q4	$710K	Buy