Sanford Advisory Services’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Sanford Advisory Services’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	$10.6M	Sell	198,244 -5,108	-3%	-$269K	2.53%	10
2022 Q3	$9.77M	Sell	203,352 -3,851	-2%	-$203K	2.79%	8
2022 Q2	$10.6M	Sell	207,203 -3,509	-2%	-$188K	3.01%	8
2022 Q1	$11.8M	Sell	210,712 -2,106	-1%	-$116K	3.2%	8
2021 Q4	$12.4M	Sell	212,818 -4,225	-2%	-$236K	2.8%	9
2021 Q3	$11.4M	Sell	217,043 -4,385	-2%	-$238K	2.86%	9
2021 Q2	$11.8M	Sell	221,428 -4,429	-2%	-$239K	3.05%	8
2021 Q1	$11.8M	Sell	225,857 -40,062	-15%	-$2.02M	3.3%	8
2020 Q4	$12.8M	Buy	+265,919	New	+$12M	4.09%	5

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

Sanford Advisory Services's XMLV Position: Q4 2022 in Review

Sanford Advisory Services reduced its Invesco S&P MidCap Low Volatility ETF (XMLV) stake by 2.5% in Q4 2022, selling an estimated $269K and leaving 198,244 shares worth $10.6M. The position accounts for 2.53% of the portfolio, ranked #10.

Sanford Advisory Services first reported a position in XMLV in Q4 2020 and has held it in 9 quarters since. The position peaked at $12.8M in Q4 2020. 198 funds tracked by Wall St. Rank hold XMLV as of Q4 2022.

Sanford Advisory Services held 198,244 shares of Invesco S&P MidCap Low Volatility ETF worth $10.6M as of Q4 2022.
Sanford Advisory Services sold 5,108 Invesco S&P MidCap Low Volatility ETF shares in Q4 2022, an estimated $269K.
Invesco S&P MidCap Low Volatility ETF made up 2.53% of Sanford Advisory Services's portfolio in Q4 2022, its #10 holding.
Sanford Advisory Services first reported a position in Invesco S&P MidCap Low Volatility ETF in Q4 2020 and has held it in 9 quarters since.
Sanford Advisory Services's Invesco S&P MidCap Low Volatility ETF position peaked at $12.8M in Q4 2020.
198 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q4 2022.

Based on Sanford Advisory Services's 13F filing for Q4 2022, filed 8 Feb 2023.