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

Optimum Investment 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
Q3 		– Sell
-164
Closed -$7K – 940
2020
Q2 		$7K Hold
164
– – ﹤0.01% 730
2020
Q1 		$7K Buy
+164
New +$8.15K ﹤0.01% 729

Other funds holding XMLV

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Optimum Investment Advisors's XMLV Position: Q3 2020 in Review

Optimum Investment Advisors sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q3 2020, closing a stake of 164 shares — an estimated $7K sold.

Optimum Investment Advisors first reported a position in XMLV in Q1 2020 and held it in 2 quarters. The position peaked at $7K in Q2 2020. 198 funds tracked by Wall St. Rank hold XMLV as of Q3 2020.

  • Optimum Investment Advisors reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q3 2020 after selling out during the quarter.
  • Optimum Investment Advisors sold 164 Invesco S&P MidCap Low Volatility ETF shares in Q3 2020, an estimated $7K.
  • Optimum Investment Advisors first reported a position in Invesco S&P MidCap Low Volatility ETF in Q1 2020 and held it in 2 quarters.
  • Optimum Investment Advisors's Invesco S&P MidCap Low Volatility ETF position peaked at $7K in Q2 2020.
  • 198 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q3 2020.

Based on Optimum Investment Advisors's 13F filing for Q3 2020, filed 6 Oct 2020.