RCAG
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Rehmann Capital Advisory Group’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Rehmann Capital 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
2018
Q2 		– Sell
-672
Closed -$30K – 2257
2018
Q1 		$30K Buy
+672
New +$30.1K ﹤0.01% 942

Other funds holding XMLV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Rehmann Capital Advisory Group's XMLV Position: Q2 2018 in Review

Rehmann Capital Advisory Group sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q2 2018, closing a stake of 672 shares — an estimated $30K sold.

Rehmann Capital Advisory Group first reported a position in XMLV in Q1 2018 and held it in 1 quarter. The position peaked at $30K in Q1 2018. 119 funds tracked by Wall St. Rank hold XMLV as of Q2 2018.

  • Rehmann Capital Advisory Group reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q2 2018 after selling out during the quarter.
  • Rehmann Capital Advisory Group sold 672 Invesco S&P MidCap Low Volatility ETF shares in Q2 2018, an estimated $30K.
  • Rehmann Capital Advisory Group first reported a position in Invesco S&P MidCap Low Volatility ETF in Q1 2018 and held it in 1 quarter.
  • Rehmann Capital Advisory Group's Invesco S&P MidCap Low Volatility ETF position peaked at $30K in Q1 2018.
  • 119 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q2 2018.

Based on Rehmann Capital Advisory Group's 13F filing for Q2 2018, filed 20 Sep 2018.