RIM
XMLV icon

Rockbridge Investment Management’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Rockbridge Investment 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
2024
Q1 		– Sell
-44
Closed -$2.34K – 648
2023
Q4 		$2.34K Buy
+44
New +$2.22K ﹤0.01% 545
2022
Q3 		– Sell
-44
Closed -$2.26K – 611
2022
Q2 		$2.26K Hold
44
– – ﹤0.01% 536
2022
Q1 		$2.49K Hold
44
– – ﹤0.01% 684
2021
Q4 		$3K Hold
44
– – ﹤0.01% 707
2021
Q3 		$2K Sell
44
-36
-45% -$1.95K ﹤0.01% 691
2021
Q2 		$4K Hold
80
– – ﹤0.01% 630
2021
Q1 		$4K Sell
80
-1,908
-96% -$96K ﹤0.01% 602
2020
Q4 		$96K Hold
1,988
– – 0.02% 207
2020
Q3 		$83K Hold
1,988
– – 0.02% 205
2020
Q2 		$82K Buy
+1,988
New +$82.2K 0.02% 187

Other funds holding XMLV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return