RWA Wealth Partners’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-82,565
| Closed | -$5.1M | – | 613 |
|
|
2025
Q1 | $5.1M | Buy |
+82,565
| New | +$5.1M | 0.06% | 146 |
|
|
2024
Q4 | – | Sell |
-95,744
| Closed | -$5.84M | – | 600 |
|
|
2024
Q3 | $5.84M | Sell |
95,744
-4,759
| -5% | -$290K | 0.07% | 139 |
|
|
2024
Q2 | $5.55M | Buy |
100,503
+333
| +0.3% | +$18.4K | 0.07% | 135 |
|
|
2024
Q1 | $5.65M | Buy |
+100,170
| New | +$5.65M | 0.08% | 138 |
|