Polaris Wealth Advisory Group’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Polaris Wealth Advisory Group’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
2023 Q1	–	Sell	-61,618	Closed	-$3.4M	–	189
2022 Q4	$3.4M	Buy	61,618 +1,193	+2%	+$62.7K	0.25%	81
2022 Q3	$2.92M	Sell	60,425 -537	-0.9%	-$28.4K	0.24%	74
2022 Q2	$3.13M	Buy	+60,962	New	+$3.27M	0.25%	64
2022 Q1	–	Sell	-74,703	Closed	-$4.37M	–	207
2021 Q4	$4.37M	Buy	+74,703	New	+$4.17M	0.25%	79
2020 Q4	–	Sell	-51,741	Closed	-$2.22M	–	215
2020 Q3	$2.22M	Buy	+51,741	New	+$2.2M	0.21%	85

Other funds holding XMLV

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

BCM

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Polaris Wealth Advisory Group's XMLV Position: Q1 2023 in Review

Polaris Wealth Advisory Group sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q1 2023, closing a stake of 61,618 shares — an estimated $3.4M sold.

Polaris Wealth Advisory Group first reported a position in XMLV in Q3 2020 and held it in 5 quarters. The position peaked at $4.37M in Q4 2021. 190 funds tracked by Wall St. Rank hold XMLV as of Q1 2023.

Polaris Wealth Advisory Group reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q1 2023 after selling out during the quarter.
Polaris Wealth Advisory Group sold 61,618 Invesco S&P MidCap Low Volatility ETF shares in Q1 2023, an estimated $3.4M.
Polaris Wealth Advisory Group first reported a position in Invesco S&P MidCap Low Volatility ETF in Q3 2020 and held it in 5 quarters.
Polaris Wealth Advisory Group's Invesco S&P MidCap Low Volatility ETF position peaked at $4.37M in Q4 2021.
190 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q1 2023.

Based on Polaris Wealth Advisory Group's 13F filing for Q1 2023, filed 3 May 2023.