Oak Point Wealth Management’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Oak Point Wealth Management’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
2018 Q1	$3.33M	Sell	75,602 -2,271	-3%	-$102K	3.4%	3
2017 Q4	$3.53M	Buy	+77,873	New	+$3.53M	3.48%	4

Other funds holding XMLV

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Oak Point Wealth Management's XMLV Position: Q1 2018 in Review

Oak Point Wealth Management reduced its Invesco S&P MidCap Low Volatility ETF (XMLV) stake by 2.9% in Q1 2018, selling an estimated $102K and leaving 75,602 shares worth $3.33M. The position accounts for 3.4% of the portfolio, ranked #3.

Oak Point Wealth Management first reported a position in XMLV in Q4 2017 and has held it in 2 quarters since. The position peaked at $3.53M in Q4 2017. 121 funds tracked by Wall St. Rank hold XMLV as of Q1 2018.

Oak Point Wealth Management held 75,602 shares of Invesco S&P MidCap Low Volatility ETF worth $3.33M as of Q1 2018.
Oak Point Wealth Management sold 2,271 Invesco S&P MidCap Low Volatility ETF shares in Q1 2018, an estimated $102K.
Invesco S&P MidCap Low Volatility ETF made up 3.4% of Oak Point Wealth Management's portfolio in Q1 2018, its #3 holding.
Oak Point Wealth Management first reported a position in Invesco S&P MidCap Low Volatility ETF in Q4 2017 and has held it in 2 quarters since.
Oak Point Wealth Management's Invesco S&P MidCap Low Volatility ETF position peaked at $3.53M in Q4 2017.
121 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.