RICHC
XMLV icon

Renaissance Investment Consultants Holding Company’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Renaissance Investment Consultants Holding Company’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
2020
Q2 		– Sell
-58,551
Closed -$2.33M – 95
2020
Q1 		$2.33M Sell
58,551
-18,027
-24% -$896K 3.25% 8
2019
Q4 		$4.11M Buy
+76,578
New +$4.06M 4.65% 6

Other funds holding XMLV

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Renaissance Investment Consultants Holding Company's XMLV Position: Q2 2020 in Review

Renaissance Investment Consultants Holding Company sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q2 2020, closing a stake of 58,551 shares — an estimated $2.33M sold.

Renaissance Investment Consultants Holding Company first reported a position in XMLV in Q4 2019 and held it in 2 quarters. The position peaked at $4.11M in Q4 2019. 202 funds tracked by Wall St. Rank hold XMLV as of Q2 2020.

  • Renaissance Investment Consultants Holding Company reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q2 2020 after selling out during the quarter.
  • Renaissance Investment Consultants Holding Company sold 58,551 Invesco S&P MidCap Low Volatility ETF shares in Q2 2020, an estimated $2.33M.
  • Renaissance Investment Consultants Holding Company first reported a position in Invesco S&P MidCap Low Volatility ETF in Q4 2019 and held it in 2 quarters.
  • Renaissance Investment Consultants Holding Company's Invesco S&P MidCap Low Volatility ETF position peaked at $4.11M in Q4 2019.
  • 202 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q2 2020.

Based on Renaissance Investment Consultants Holding Company's 13F filing for Q2 2020, filed 30 Jul 2020.