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Sequent Planning’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Sequent Planning’s Portfolio XMLV Stock Details XMLV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-4,978
Closed -$273K – 164
2024
Q2 		$273K Sell
4,978
-437
-8% -$24K 0.09% 118
2024
Q1 		$305K Buy
+5,415
New +$305K 0.11% 114