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Parkside Financial Bank & Trust’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Parkside Financial Bank & Trust’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
2019
Q3 		– Sell
-465
Closed -$24K – 1668
2019
Q2 		$24K Buy
+465
New +$23.6K 0.01% 592
2016
Q2 		– Sell
-1,740
Closed -$64K – 1113
2016
Q1 		$64K Hold
1,740
– – 0.03% 280
2015
Q4 		$59K Buy
+1,740
New +$59.5K 0.03% 302

Other funds holding XMLV

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Parkside Financial Bank & Trust's XMLV Position: Q3 2019 in Review

Parkside Financial Bank & Trust sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q3 2019, closing a stake of 465 shares — an estimated $24K sold.

Parkside Financial Bank & Trust first reported a position in XMLV in Q4 2015 and held it in 3 quarters. The position peaked at $64K in Q1 2016. 206 funds tracked by Wall St. Rank hold XMLV as of Q3 2019.

  • Parkside Financial Bank & Trust reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q3 2019 after selling out during the quarter.
  • Parkside Financial Bank & Trust sold 465 Invesco S&P MidCap Low Volatility ETF shares in Q3 2019, an estimated $24K.
  • Parkside Financial Bank & Trust first reported a position in Invesco S&P MidCap Low Volatility ETF in Q4 2015 and held it in 3 quarters.
  • Parkside Financial Bank & Trust's Invesco S&P MidCap Low Volatility ETF position peaked at $64K in Q1 2016.
  • 206 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q3 2019.

Based on Parkside Financial Bank & Trust's 13F filing for Q3 2019, filed 5 Nov 2019.