OPPS
Obsidian Personal Planning Solutions’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.7M | Buy |
124,851
+2,705
| +2% | +$167K | 3.12% | 14 |
|
|
2025
Q1 | $7.33M | Sell |
122,146
-2,332
| -2% | -$140K | 3.27% | 12 |
|
|
2024
Q4 | $7.72M | Buy |
124,478
+4,019
| +3% | +$249K | 3.72% | 8 |
|
|
2024
Q3 | $7.36M | Buy |
120,459
+9,724
| +9% | +$594K | 3.85% | 7 |
|
|
2024
Q2 | $6.12M | Buy |
110,735
+4,785
| +5% | +$264K | 3.73% | 9 |
|
|
2024
Q1 | $5.77M | Buy |
105,950
+7,700
| +8% | +$419K | 3.79% | 8 |
|
|
2023
Q4 | $5.22M | Buy |
98,250
+2,655
| +3% | +$141K | 3.98% | 7 |
|
|
2023
Q3 | $4.7M | Buy |
95,595
+12,250
| +15% | +$602K | 4.01% | 8 |
|
|
2023
Q2 | $4.31M | Buy |
83,345
+4,433
| +6% | +$229K | 5.31% | 5 |
|
|
2023
Q1 | $4.14M | Buy |
78,912
+58
| +0.1% | +$3.04K | 6.03% | 5 |
|
|
2022
Q4 | $4.22M | Buy |
78,854
+1,806
| +2% | +$96.6K | 6.77% | 3 |
|
|
2022
Q3 | $3.7M | Buy |
77,048
+1,865
| +2% | +$89.6K | 6.77% | 3 |
|
|
2022
Q2 | $3.86M | Buy |
+75,183
| New | +$3.86M | 6.59% | 4 |
|