MGIA
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Moneta Group Investment Advisors’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Moneta Group Investment 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
Q2 		– Sell
-23,682
Closed -$943K – 261
2020
Q1 		$943K Buy
+23,682
New +$1.18M 0.1% 113
2018
Q2 		– Sell
-250
Closed -$11K – 645
2018
Q1 		$11K Buy
+250
New +$11.2K ﹤0.01% 456

Other funds holding XMLV

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Moneta Group Investment Advisors's XMLV Position: Q2 2020 in Review

Moneta Group Investment Advisors sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q2 2020, closing a stake of 23,682 shares — an estimated $943K sold.

Moneta Group Investment Advisors first reported a position in XMLV in Q1 2018 and held it in 2 quarters. The position peaked at $943K in Q1 2020. 202 funds tracked by Wall St. Rank hold XMLV as of Q2 2020.

  • Moneta Group Investment Advisors reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q2 2020 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 23,682 Invesco S&P MidCap Low Volatility ETF shares in Q2 2020, an estimated $943K.
  • Moneta Group Investment Advisors first reported a position in Invesco S&P MidCap Low Volatility ETF in Q1 2018 and held it in 2 quarters.
  • Moneta Group Investment Advisors's Invesco S&P MidCap Low Volatility ETF position peaked at $943K in Q1 2020.
  • 202 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q2 2020.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2020, filed 12 Aug 2020.