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

Meridian Wealth Management’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 Q3	–	Sell	-932	Closed	-$47.8K	–	517
2019 Q2	$47.8K	Sell	932 -8,448	-90%	-$429K	0.02%	377
2019 Q1	$466K	Buy	+9,380	New	+$450K	0.21%	89
2018 Q1	–	Sell	-18,874	Closed	-$828K	–	205
2017 Q4	$828K	Hold	18,874	–	–	0.51%	43
2017 Q3	$828K	Sell	18,874 -1,599	-8%	-$69.6K	0.52%	40
2017 Q2	$886K	Sell	20,473 -2,350	-10%	-$101K	0.56%	32
2017 Q1	$966K	Buy	22,823 +950	+4%	+$39.7K	0.58%	35
2016 Q4	$889K	Buy	+21,873	New	+$856K	0.7%	40

Other funds holding XMLV

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RJFSA

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

BCM

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Meridian Wealth Management's XMLV Position: Q3 2019 in Review

Meridian Wealth Management sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q3 2019, closing a stake of 932 shares — an estimated $47.8K sold.

Meridian Wealth Management first reported a position in XMLV in Q4 2016 and held it in 7 quarters. The position peaked at $966K in Q1 2017. 206 funds tracked by Wall St. Rank hold XMLV as of Q3 2019.

Meridian Wealth Management reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q3 2019 after selling out during the quarter.
Meridian Wealth Management sold 932 Invesco S&P MidCap Low Volatility ETF shares in Q3 2019, an estimated $47.8K.
Meridian Wealth Management first reported a position in Invesco S&P MidCap Low Volatility ETF in Q4 2016 and held it in 7 quarters.
Meridian Wealth Management's Invesco S&P MidCap Low Volatility ETF position peaked at $966K in Q1 2017.
206 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q3 2019.

Based on Meridian Wealth Management's 13F filing for Q3 2019, filed 8 Nov 2019.