SeaCrest Wealth Management’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

SeaCrest Wealth 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
2022 Q3	–	Sell	-5,470	Closed	-$281K	–	1554
2022 Q2	$281K	Sell	5,470 -221	-4%	-$11.9K	0.04%	484
2022 Q1	$318K	Buy	5,691 +217	+4%	+$11.9K	0.04%	489
2021 Q4	$320K	Buy	5,474 +166	+3%	+$9.27K	0.04%	494
2021 Q3	$279K	Buy	+5,308	New	+$288K	0.03%	510
2019 Q2	–	Sell	-1,180	Closed	-$59K	–	1877
2019 Q1	$59K	Hold	1,180	–	–	0.01%	886
2018 Q4	$52K	Hold	1,180	–	–	0.01%	884
2018 Q3	$57K	Hold	1,180	–	–	0.01%	945
2018 Q2	$55K	Hold	1,180	–	–	0.01%	949
2018 Q1	$53K	Hold	1,180	–	–	0.01%	931
2017 Q4	$54K	Buy	+1,180	New	+$53.5K	0.01%	925

Other funds holding XMLV

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

LPL Financial San Diego, California $377B AUM 19.32% 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

CPA

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

SeaCrest Wealth Management's XMLV Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q3 2022, closing a stake of 5,470 shares — an estimated $281K sold.

SeaCrest Wealth Management first reported a position in XMLV in Q4 2017 and held it in 10 quarters. The position peaked at $320K in Q4 2021. 183 funds tracked by Wall St. Rank hold XMLV as of Q3 2022.

SeaCrest Wealth Management reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q3 2022 after selling out during the quarter.
SeaCrest Wealth Management sold 5,470 Invesco S&P MidCap Low Volatility ETF shares in Q3 2022, an estimated $281K.
SeaCrest Wealth Management first reported a position in Invesco S&P MidCap Low Volatility ETF in Q4 2017 and held it in 10 quarters.
SeaCrest Wealth Management's Invesco S&P MidCap Low Volatility ETF position peaked at $320K in Q4 2021.
183 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.