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Nations Financial Group’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Nations Financial Group’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
2022
Q2 		– Sell
-10,561
Closed -$589K – 567
2022
Q1 		$589K Buy
10,561
+7
+0.1% +$384 0.07% 292
2021
Q4 		$617K Sell
10,554
-453
-4% -$25.3K 0.08% 253
2021
Q3 		$578K Sell
11,007
-434
-4% -$23.5K 0.09% 245
2021
Q2 		$612K Buy
11,441
+143
+1% +$7.73K 0.1% 228
2021
Q1 		$592K Sell
11,298
-1,960
-15% -$98.6K 0.13% 198
2020
Q4 		$638K Sell
13,258
-14,256
-52% -$643K 0.17% 164
2020
Q3 		$1.15M Sell
27,514
-2,667
-9% -$114K 0.36% 78
2020
Q2 		$1.25M Buy
30,181
+807
+3% +$33.3K 0.44% 60
2020
Q1 		$1.17M Buy
29,374
+7,681
+35% +$382K 0.5% 51
2019
Q4 		$1.17M Buy
21,693
+761
+4% +$40.3K 0.4% 68
2019
Q3 		$1.12M Buy
+20,932
New +$1.09M 0.4% 66

Other funds holding XMLV

PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CPA
Capital Planning Advisors Roseville, California $692M AUM 21.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Nations Financial Group's XMLV Position: Q2 2022 in Review

Nations Financial Group sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q2 2022, closing a stake of 10,561 shares — an estimated $589K sold.

Nations Financial Group first reported a position in XMLV in Q3 2019 and held it in 11 quarters. The position peaked at $1.25M in Q2 2020. 189 funds tracked by Wall St. Rank hold XMLV as of Q2 2022.

  • Nations Financial Group reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q2 2022 after selling out during the quarter.
  • Nations Financial Group sold 10,561 Invesco S&P MidCap Low Volatility ETF shares in Q2 2022, an estimated $589K.
  • Nations Financial Group first reported a position in Invesco S&P MidCap Low Volatility ETF in Q3 2019 and held it in 11 quarters.
  • Nations Financial Group's Invesco S&P MidCap Low Volatility ETF position peaked at $1.25M in Q2 2020.
  • 189 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q2 2022.

Based on Nations Financial Group's 13F filing for Q2 2022, filed 15 Aug 2022.