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Plante Moran Financial Advisors’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Plante Moran Financial 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
Q1 		– Sell
-200
Closed -$11K – 850
2019
Q4 		$11K Buy
+200
New +$10.6K ﹤0.01% 537
2019
Q1 		– Sell
-517
Closed -$23K – 964
2018
Q4 		$23K Buy
+517
New +$24.2K 0.01% 417

Other funds holding XMLV

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Plante Moran Financial Advisors's XMLV Position: Q1 2020 in Review

Plante Moran Financial Advisors sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q1 2020, closing a stake of 200 shares — an estimated $11K sold.

Plante Moran Financial Advisors first reported a position in XMLV in Q4 2018 and held it in 2 quarters. The position peaked at $23K in Q4 2018. 229 funds tracked by Wall St. Rank hold XMLV as of Q1 2020.

  • Plante Moran Financial Advisors reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q1 2020 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 200 Invesco S&P MidCap Low Volatility ETF shares in Q1 2020, an estimated $11K.
  • Plante Moran Financial Advisors first reported a position in Invesco S&P MidCap Low Volatility ETF in Q4 2018 and held it in 2 quarters.
  • Plante Moran Financial Advisors's Invesco S&P MidCap Low Volatility ETF position peaked at $23K in Q4 2018.
  • 229 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q1 2020.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2020, filed 7 May 2020.