Prospera Financial Services’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Prospera Financial Services’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	-6,944	Closed	-$371K	–	1010
2022 Q4	$371K	Sell	6,944 -115	-2%	-$6.05K	0.02%	629
2022 Q3	$339K	Sell	7,059 -421	-6%	-$22.2K	0.02%	621
2022 Q2	$384K	Sell	7,480 -185	-2%	-$9.93K	0.02%	578
2022 Q1	$428K	Sell	7,665 -161	-2%	-$8.84K	0.02%	640
2021 Q4	$458K	Sell	7,826 -267	-3%	-$14.9K	0.02%	598
2021 Q3	$425K	Sell	8,093 -597	-7%	-$32.4K	0.02%	574
2021 Q2	$465K	Sell	8,690 -47	-0.5%	-$2.54K	0.02%	549
2021 Q1	$458K	Buy	+8,737	New	+$440K	0.03%	513
2020 Q4	–	Sell	-1,500	Closed	-$63K	–	1599
2020 Q3	$63K	Buy	+1,500	New	+$63.9K	0.02%	543
2020 Q1	–	Sell	-7,806	Closed	-$420K	–	635
2019 Q4	$420K	Buy	7,806 +1,630	+26%	+$86.4K	0.03%	413
2019 Q3	$325K	Buy	+6,176	New	+$320K	0.03%	413

Other funds holding XMLV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Prospera Financial Services's XMLV Position: Q1 2023 in Review

Prospera Financial Services sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q1 2023, closing a stake of 6,944 shares — an estimated $371K sold.

Prospera Financial Services first reported a position in XMLV in Q3 2019 and held it in 11 quarters. The position peaked at $465K in Q2 2021. 190 funds tracked by Wall St. Rank hold XMLV as of Q1 2023.

Prospera Financial Services reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q1 2023 after selling out during the quarter.
Prospera Financial Services sold 6,944 Invesco S&P MidCap Low Volatility ETF shares in Q1 2023, an estimated $371K.
Prospera Financial Services first reported a position in Invesco S&P MidCap Low Volatility ETF in Q3 2019 and held it in 11 quarters.
Prospera Financial Services's Invesco S&P MidCap Low Volatility ETF position peaked at $465K in Q2 2021.
190 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q1 2023.

Based on Prospera Financial Services's 13F filing for Q1 2023, filed 12 May 2023.