MWPCG
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Measured Wealth Private Client Group’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Measured Wealth Private Client Group’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
2019
Q4 		– Sell
-5,901
Closed -$310K – 140
2019
Q3 		$310K Buy
+5,901
New +$306K 0.2% 80

Other funds holding XMLV

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Measured Wealth Private Client Group's XMLV Position: Q4 2019 in Review

Measured Wealth Private Client Group sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q4 2019, closing a stake of 5,901 shares — an estimated $310K sold.

Measured Wealth Private Client Group first reported a position in XMLV in Q3 2019 and held it in 1 quarter. The position peaked at $310K in Q3 2019. 255 funds tracked by Wall St. Rank hold XMLV as of Q4 2019.

  • Measured Wealth Private Client Group reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q4 2019 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 5,901 Invesco S&P MidCap Low Volatility ETF shares in Q4 2019, an estimated $310K.
  • Measured Wealth Private Client Group first reported a position in Invesco S&P MidCap Low Volatility ETF in Q3 2019 and held it in 1 quarter.
  • Measured Wealth Private Client Group's Invesco S&P MidCap Low Volatility ETF position peaked at $310K in Q3 2019.
  • 255 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q4 2019.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2019, filed 15 Jan 2020.