Safeguard Investment Advisory Group’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Safeguard Investment 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
2022 Q4	–	Sell	-4,172	Closed	-$200K	–	101
2022 Q3	$200K	Sell	4,172 -273	-6%	-$14.4K	0.14%	86
2022 Q2	$248K	Hold	4,445	–	–	0.15%	81
2022 Q1	$248K	Sell	4,445 -41	-0.9%	-$2.25K	0.17%	73
2021 Q4	$262K	Buy	4,486 +9	+0.2%	+$503	0.15%	79
2021 Q3	$235K	Buy	4,477 +11	+0.2%	+$597	0.15%	79
2021 Q2	$238K	Buy	4,466 +100	+2%	+$5.41K	0.17%	76
2021 Q1	$228K	Buy	4,366 +7	+0.2%	+$352	0.2%	69
2020 Q4	$209K	Buy	+4,359	New	+$196K	0.19%	72

Other funds holding XMLV

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CPA

Capital Planning Advisors Roseville, California $692M AUM 21.81% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Safeguard Investment Advisory Group's XMLV Position: Q4 2022 in Review

Safeguard Investment Advisory Group sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q4 2022, closing a stake of 4,172 shares — an estimated $200K sold.

Safeguard Investment Advisory Group first reported a position in XMLV in Q4 2020 and held it in 8 quarters. The position peaked at $262K in Q4 2021. 198 funds tracked by Wall St. Rank hold XMLV as of Q4 2022.

Safeguard Investment Advisory Group reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q4 2022 after selling out during the quarter.
Safeguard Investment Advisory Group sold 4,172 Invesco S&P MidCap Low Volatility ETF shares in Q4 2022, an estimated $200K.
Safeguard Investment Advisory Group first reported a position in Invesco S&P MidCap Low Volatility ETF in Q4 2020 and held it in 8 quarters.
Safeguard Investment Advisory Group's Invesco S&P MidCap Low Volatility ETF position peaked at $262K in Q4 2021.
198 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q4 2022.

Based on Safeguard Investment Advisory Group's 13F filing for Q4 2022, filed 26 Jan 2023.