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Oder Investment Management’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Oder Investment 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
2021
Q1 		– Sell
-65
Closed -$3K – 502
2020
Q4 		$3K Buy
+65
New +$2.93K ﹤0.01% 466

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Ameriprise
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Oder Investment Management's XMLV Position: Q1 2021 in Review

Oder Investment Management sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q1 2021, closing a stake of 65 shares — an estimated $3K sold.

Oder Investment Management first reported a position in XMLV in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 204 funds tracked by Wall St. Rank hold XMLV as of Q1 2021.

  • Oder Investment Management reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q1 2021 after selling out during the quarter.
  • Oder Investment Management sold 65 Invesco S&P MidCap Low Volatility ETF shares in Q1 2021, an estimated $3K.
  • Oder Investment Management first reported a position in Invesco S&P MidCap Low Volatility ETF in Q4 2020 and held it in 1 quarter.
  • Oder Investment Management's Invesco S&P MidCap Low Volatility ETF position peaked at $3K in Q4 2020.
  • 204 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q1 2021.

Based on Oder Investment Management's 13F filing for Q1 2021, filed 10 May 2021.