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Premia Global Advisors’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Premia Global 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
2019
Q3 		$975K Sell
18,536
-1,028
-5% -$53.3K 1.68% 15
2019
Q2 		$1M Buy
+19,564
New +$992K 1.57% 18

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

Premia Global Advisors's XMLV Position: Q3 2019 in Review

Premia Global Advisors reduced its Invesco S&P MidCap Low Volatility ETF (XMLV) stake by 5.3% in Q3 2019, selling an estimated $53.3K and leaving 18,536 shares worth $975K. The position accounts for 1.68% of the portfolio, ranked #15.

Premia Global Advisors first reported a position in XMLV in Q2 2019 and has held it in 2 quarters since. The position peaked at $1M in Q2 2019. 206 funds tracked by Wall St. Rank hold XMLV as of Q3 2019.

  • Premia Global Advisors held 18,536 shares of Invesco S&P MidCap Low Volatility ETF worth $975K as of Q3 2019.
  • Premia Global Advisors sold 1,028 Invesco S&P MidCap Low Volatility ETF shares in Q3 2019, an estimated $53.3K.
  • Invesco S&P MidCap Low Volatility ETF made up 1.68% of Premia Global Advisors's portfolio in Q3 2019, its #15 holding.
  • Premia Global Advisors first reported a position in Invesco S&P MidCap Low Volatility ETF in Q2 2019 and has held it in 2 quarters since.
  • Premia Global Advisors's Invesco S&P MidCap Low Volatility ETF position peaked at $1M in Q2 2019.
  • 206 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q3 2019.

Based on Premia Global Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.