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McDonald Partners’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

McDonald Partners’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
2021
Q1 		– Sell
-6,000
Closed -$289K – 298
2020
Q4 		$289K Buy
+6,000
New +$270K 0.08% 233

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McDonald Partners's XMLV Position: Q1 2021 in Review

McDonald Partners sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q1 2021, closing a stake of 6,000 shares — an estimated $289K sold.

McDonald Partners first reported a position in XMLV in Q4 2020 and held it in 1 quarter. The position peaked at $289K in Q4 2020. 204 funds tracked by Wall St. Rank hold XMLV as of Q1 2021.

  • McDonald Partners reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q1 2021 after selling out during the quarter.
  • McDonald Partners sold 6,000 Invesco S&P MidCap Low Volatility ETF shares in Q1 2021, an estimated $289K.
  • McDonald Partners first reported a position in Invesco S&P MidCap Low Volatility ETF in Q4 2020 and held it in 1 quarter.
  • McDonald Partners's Invesco S&P MidCap Low Volatility ETF position peaked at $289K in Q4 2020.
  • 204 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q1 2021.

Based on McDonald Partners's 13F filing for Q1 2021, filed 15 Apr 2021.