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

Paulson 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
2019 Q2	–	Sell	-8,488	Closed	-$422K	–	116
2019 Q1	$422K	Sell	8,488 -2,042	-19%	-$98K	0.32%	66
2018 Q4	$491K	Sell	10,530 -5,811	-36%	-$272K	0.41%	60
2018 Q3	$757K	Sell	16,341 -1,290	-7%	-$62.4K	0.68%	41
2018 Q2	$829K	Sell	17,631 -1,193	-6%	-$54.7K	0.82%	37
2018 Q1	$843K	Sell	18,824 -1,691	-8%	-$75.6K	0.84%	35
2017 Q4	$931K	Buy	+20,515	New	+$930K	0.82%	31

Other funds holding XMLV

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

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

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

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

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Paulson Wealth Management's XMLV Position: Q2 2019 in Review

Paulson Wealth Management sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q2 2019, closing a stake of 8,488 shares — an estimated $422K sold.

Paulson Wealth Management first reported a position in XMLV in Q4 2017 and held it in 6 quarters. The position peaked at $931K in Q4 2017. 190 funds tracked by Wall St. Rank hold XMLV as of Q2 2019.

Paulson Wealth Management reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q2 2019 after selling out during the quarter.
Paulson Wealth Management sold 8,488 Invesco S&P MidCap Low Volatility ETF shares in Q2 2019, an estimated $422K.
Paulson Wealth Management first reported a position in Invesco S&P MidCap Low Volatility ETF in Q4 2017 and held it in 6 quarters.
Paulson Wealth Management's Invesco S&P MidCap Low Volatility ETF position peaked at $931K in Q4 2017.
190 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q2 2019.

Based on Paulson Wealth Management's 13F filing for Q2 2019, filed 30 Jul 2019.