RDA Financial Network’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

RDA Financial Network’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
2021 Q1	–	Sell	-5,563	Closed	-$268K	–	243
2020 Q4	$268K	Sell	5,563 -2,142	-28%	-$96.5K	0.12%	174
2020 Q3	$321K	Buy	7,705 +9	+0.1%	+$383	0.15%	147
2020 Q2	$318K	Buy	7,696 +947	+14%	+$39.1K	0.16%	139
2020 Q1	$269K	Buy	6,749 +2,008	+42%	+$99.8K	0.16%	134
2019 Q4	$257K	Buy	+4,741	New	+$251K	0.1%	200

Other funds holding XMLV

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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

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

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

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

BCM

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

RDA Financial Network's XMLV Position: Q1 2021 in Review

RDA Financial Network sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q1 2021, closing a stake of 5,563 shares — an estimated $268K sold.

RDA Financial Network first reported a position in XMLV in Q4 2019 and held it in 5 quarters. The position peaked at $321K in Q3 2020. 204 funds tracked by Wall St. Rank hold XMLV as of Q1 2021.

RDA Financial Network reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q1 2021 after selling out during the quarter.
RDA Financial Network sold 5,563 Invesco S&P MidCap Low Volatility ETF shares in Q1 2021, an estimated $268K.
RDA Financial Network first reported a position in Invesco S&P MidCap Low Volatility ETF in Q4 2019 and held it in 5 quarters.
RDA Financial Network's Invesco S&P MidCap Low Volatility ETF position peaked at $321K in Q3 2020.
204 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q1 2021.

Based on RDA Financial Network's 13F filing for Q1 2021, filed 6 May 2021.