S
XMLV icon

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

SignatureFD’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
2023
Q3 		– Sell
-591
Closed -$30.6K – 3320
2023
Q2 		$30.6K Hold
591
– – ﹤0.01% 1681
2023
Q1 		$30.9K Buy
591
+470
+388% +$25.4K ﹤0.01% 1633
2022
Q4 		$6.45K Buy
+121
New +$6.36K ﹤0.01% 2338
2022
Q3 		– Sell
-423
Closed -$22K – 3383
2022
Q2 		$22K Sell
423
-1,091
-72% -$58.6K ﹤0.01% 1730
2022
Q1 		$84K Buy
+1,514
New +$83.1K ﹤0.01% 1121
2020
Q1 		– Sell
-82
Closed -$4K – 2478
2019
Q4 		$4K Buy
+82
New +$4.34K ﹤0.01% 1727

Other funds holding XMLV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return