SS
XMLV icon

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

Simplicity Solutions’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
-28,408
Closed -$1.37M – 1004
2020
Q4 		$1.37M Buy
28,408
+16,132
+131% +$727K 0.02% 471
2020
Q3 		$511K Buy
+12,276
New +$523K 0.01% 626
2020
Q2 		– Sell
-13,912
Closed -$554K – 930
2020
Q1 		$554K Sell
13,912
-97,167
-87% -$4.83M 0.02% 466
2019
Q4 		$5.98M Buy
111,079
+106,377
+2,262% +$5.64M 0.18% 100
2019
Q3 		$247K Buy
+4,702
New +$244K 0.01% 622
2019
Q2 		– Sell
-6,442
Closed -$320K – 894
2019
Q1 		$320K Buy
+6,442
New +$309K 0.02% 518

Other funds holding XMLV

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return