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MRA Associates USA’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

MRA Associates USA’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 		$158K Buy
3,008
+1,250
+71% +$64.8K 0.62% 37
2019
Q2 		$90.1K Buy
1,758
+242
+16% +$12.3K 0.36% 52
2019
Q1 		$75.3K Buy
1,516
+189
+14% +$9.07K 0.13% 46
2018
Q4 		$59K Buy
+1,327
New +$62.1K 0.09% 47

Other funds holding XMLV

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MRA Associates USA's XMLV Position: Q3 2019 in Review

MRA Associates USA increased its Invesco S&P MidCap Low Volatility ETF (XMLV) stake by 71% in Q3 2019, buying an estimated $64.8K and bringing the position to 3,008 shares worth $158K. The position accounts for 0.62% of the portfolio, ranked #37.

MRA Associates USA first reported a position in XMLV in Q4 2018 and has held it in 4 quarters since. 206 funds tracked by Wall St. Rank hold XMLV as of Q3 2019.

  • MRA Associates USA held 3,008 shares of Invesco S&P MidCap Low Volatility ETF worth $158K as of Q3 2019.
  • MRA Associates USA bought 1,250 Invesco S&P MidCap Low Volatility ETF shares in Q3 2019, an estimated $64.8K.
  • Invesco S&P MidCap Low Volatility ETF made up 0.62% of MRA Associates USA's portfolio in Q3 2019, its #37 holding.
  • MRA Associates USA first reported a position in Invesco S&P MidCap Low Volatility ETF in Q4 2018 and has held it in 4 quarters since.
  • 206 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q3 2019.

Based on MRA Associates USA's 13F filing for Q3 2019, filed 8 Nov 2019.