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

QP 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
2022 Q4	–	Sell	-5,416	Closed	-$262K	–	85
2022 Q3	$262K	Sell	5,416 -40	-0.7%	-$2.11K	0.38%	49
2022 Q2	$280K	Buy	5,456 +50	+0.9%	+$2.68K	0.38%	56
2022 Q1	$302K	Buy	5,406 +1,215	+29%	+$66.7K	0.34%	54
2021 Q4	$245K	Buy	+4,191	New	+$234K	0.26%	65
2020 Q1	–	Sell	-5,799	Closed	-$316K	–	92
2019 Q4	$316K	Buy	+5,799	New	+$307K	0.39%	60

Other funds holding XMLV

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

CPA

Capital Planning Advisors Roseville, California $692M AUM 21.81% 1-Year Est. Return

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

QP Wealth Management's XMLV Position: Q4 2022 in Review

QP Wealth Management sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q4 2022, closing a stake of 5,416 shares — an estimated $262K sold.

QP Wealth Management first reported a position in XMLV in Q4 2019 and held it in 5 quarters. The position peaked at $316K in Q4 2019. 198 funds tracked by Wall St. Rank hold XMLV as of Q4 2022.

QP Wealth Management reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q4 2022 after selling out during the quarter.
QP Wealth Management sold 5,416 Invesco S&P MidCap Low Volatility ETF shares in Q4 2022, an estimated $262K.
QP Wealth Management first reported a position in Invesco S&P MidCap Low Volatility ETF in Q4 2019 and held it in 5 quarters.
QP Wealth Management's Invesco S&P MidCap Low Volatility ETF position peaked at $316K in Q4 2019.
198 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q4 2022.

Based on QP Wealth Management's 13F filing for Q4 2022, filed 17 Jan 2023.