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

Mutual 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 Q1	–	Sell	-55,764	Closed	-$3M	–	649
2019 Q4	$3M	Buy	55,764 +7,327	+15%	+$388K	0.32%	69
2019 Q3	$2.55M	Buy	48,437 +6,949	+17%	+$360K	0.34%	68
2019 Q2	$2.13M	Buy	41,488 +31,169	+302%	+$1.58M	0.28%	79
2019 Q1	$513K	Buy	+10,319	New	+$495K	0.08%	272

Other funds holding XMLV

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

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

BCM

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

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

Mutual Advisors's XMLV Position: Q1 2020 in Review

Mutual Advisors sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q1 2020, closing a stake of 55,764 shares — an estimated $3M sold.

Mutual Advisors first reported a position in XMLV in Q1 2019 and held it in 4 quarters. The position peaked at $3M in Q4 2019. 228 funds tracked by Wall St. Rank hold XMLV as of Q1 2020.

Mutual Advisors reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q1 2020 after selling out during the quarter.
Mutual Advisors sold 55,764 Invesco S&P MidCap Low Volatility ETF shares in Q1 2020, an estimated $3M.
Mutual Advisors first reported a position in Invesco S&P MidCap Low Volatility ETF in Q1 2019 and held it in 4 quarters.
Mutual Advisors's Invesco S&P MidCap Low Volatility ETF position peaked at $3M in Q4 2019.
228 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q1 2020.

Based on Mutual Advisors's 13F filing for Q1 2020, filed 13 May 2020.