MWM
XRLV

Meridian Wealth Management’s Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF XRLV Stock Holding History

Meridian Wealth Management’s Portfolio XRLV Stock Details XRLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-10,790
Closed -$479K – 216
2018
Q4 		$479K Buy
+10,790
New +$370K 0.28% 72

Other funds holding XRLV

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SVCP
Silicon Valley Capital Partners San Jose, California $1.02B AUM 21.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Meridian Wealth Management's XRLV Position: Q1 2019 in Review

Meridian Wealth Management sold out of Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF (XRLV) in Q1 2019, closing a stake of 10,790 shares — an estimated $479K sold.

Meridian Wealth Management first reported a position in XRLV in Q4 2018 and held it in 1 quarter. The position peaked at $479K in Q4 2018. 27 funds tracked by Wall St. Rank hold XRLV as of Q1 2019.

  • Meridian Wealth Management reported no remaining Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF position as of Q1 2019 after selling out during the quarter.
  • Meridian Wealth Management sold 10,790 Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF shares in Q1 2019, an estimated $479K.
  • Meridian Wealth Management first reported a position in Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF in Q4 2018 and held it in 1 quarter.
  • Meridian Wealth Management's Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF position peaked at $479K in Q4 2018.
  • 27 funds tracked by Wall St. Rank held Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF as of Q1 2019.

Based on Meridian Wealth Management's 13F filing for Q1 2019, filed 15 May 2019.