Meridian Wealth Advisors’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Meridian Wealth Advisors’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
2020 Q4	–	Sell	-5,201	Closed	-$217K	–	184
2020 Q3	$217K	Sell	5,201 -64,274	-93%	-$2.74M	0.09%	150
2020 Q2	$2.88M	Sell	69,475 -4,675	-6%	-$193K	1.33%	16
2020 Q1	$2.95M	Buy	74,150 +3,909	+6%	+$194K	1.63%	12
2019 Q4	$3.78M	Buy	70,241 +412	+0.6%	+$21.8K	1.49%	15
2019 Q3	$3.67M	Buy	69,829 +24,524	+54%	+$1.27M	1.57%	13
2019 Q2	$2.32M	Buy	45,305 +2,035	+5%	+$103K	1.62%	12
2019 Q1	$2.15M	Buy	+43,270	New	+$2.08M	1.57%	12

Other funds holding XMLV

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

BCM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Meridian Wealth Advisors's XMLV Position: Q4 2020 in Review

Meridian Wealth Advisors sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q4 2020, closing a stake of 5,201 shares — an estimated $217K sold.

Meridian Wealth Advisors first reported a position in XMLV in Q1 2019 and held it in 7 quarters. The position peaked at $3.78M in Q4 2019. 219 funds tracked by Wall St. Rank hold XMLV as of Q4 2020.

Meridian Wealth Advisors reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q4 2020 after selling out during the quarter.
Meridian Wealth Advisors sold 5,201 Invesco S&P MidCap Low Volatility ETF shares in Q4 2020, an estimated $217K.
Meridian Wealth Advisors first reported a position in Invesco S&P MidCap Low Volatility ETF in Q1 2019 and held it in 7 quarters.
Meridian Wealth Advisors's Invesco S&P MidCap Low Volatility ETF position peaked at $3.78M in Q4 2019.
219 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q4 2020.

Based on Meridian Wealth Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.