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River Wealth Advisors’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

River Wealth Advisors’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
2019
Q1 		– Sell
-234
Closed -$10K – 523
2018
Q4 		$10K Buy
234
+77
+49% +$3.6K ﹤0.01% 422
2018
Q3 		$8K Buy
157
+1
+0.6% +$48 ﹤0.01% 475
2018
Q2 		$7K Buy
+156
New +$7.15K ﹤0.01% 480

Other funds holding XMLV

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 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

River Wealth Advisors's XMLV Position: Q1 2019 in Review

River Wealth Advisors sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q1 2019, closing a stake of 234 shares — an estimated $10K sold.

River Wealth Advisors first reported a position in XMLV in Q2 2018 and held it in 3 quarters. The position peaked at $10K in Q4 2018. 180 funds tracked by Wall St. Rank hold XMLV as of Q1 2019.

  • River Wealth Advisors reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q1 2019 after selling out during the quarter.
  • River Wealth Advisors sold 234 Invesco S&P MidCap Low Volatility ETF shares in Q1 2019, an estimated $10K.
  • River Wealth Advisors first reported a position in Invesco S&P MidCap Low Volatility ETF in Q2 2018 and held it in 3 quarters.
  • River Wealth Advisors's Invesco S&P MidCap Low Volatility ETF position peaked at $10K in Q4 2018.
  • 180 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.