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

Simplex Trading’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
2021 Q1	–	Sell	-1,476	Closed	-$71K	–	10200
2020 Q4	$71K	Buy	+1,476	New	+$66.5K	﹤0.01%	5797
2020 Q3	–	Sell	-37	Closed	-$1K	–	8654
2020 Q2	$1K	Sell	37 -138	-79%	-$5.7K	﹤0.01%	7426
2020 Q1	$6K	Buy	+175	New	+$8.7K	﹤0.01%	6781
2019 Q1	–	Sell	-16	Closed	–	–	7985
2018 Q4	$0	Buy	+16	New	+$749	﹤0.01%	7941

Other funds holding XMLV

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

BCM

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Simplex Trading's XMLV Position: Q1 2021 in Review

Simplex Trading sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q1 2021, closing a stake of 1,476 shares — an estimated $71K sold.

Simplex Trading first reported a position in XMLV in Q4 2018 and held it in 4 quarters. The position peaked at $71K in Q4 2020. 203 funds tracked by Wall St. Rank hold XMLV as of Q1 2021.

Simplex Trading reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q1 2021 after selling out during the quarter.
Simplex Trading sold 1,476 Invesco S&P MidCap Low Volatility ETF shares in Q1 2021, an estimated $71K.
Simplex Trading first reported a position in Invesco S&P MidCap Low Volatility ETF in Q4 2018 and held it in 4 quarters.
Simplex Trading's Invesco S&P MidCap Low Volatility ETF position peaked at $71K in Q4 2020.
203 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q1 2021.

Based on Simplex Trading's 13F filing for Q1 2021, filed 26 Apr 2021.