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 $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 22.9% 1-Year Est. Return

Simplicity Solutions's XMLV Position: Q1 2021 in Review

Simplicity Solutions sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q1 2021, closing a stake of 28,408 shares — an estimated $1.37M sold.

Simplicity Solutions first reported a position in XMLV in Q1 2019 and held it in 6 quarters. The position peaked at $5.98M in Q4 2019. 203 funds tracked by Wall St. Rank hold XMLV as of Q1 2021.

Simplicity Solutions reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q1 2021 after selling out during the quarter.
Simplicity Solutions sold 28,408 Invesco S&P MidCap Low Volatility ETF shares in Q1 2021, an estimated $1.37M.
Simplicity Solutions first reported a position in Invesco S&P MidCap Low Volatility ETF in Q1 2019 and held it in 6 quarters.
Simplicity Solutions's Invesco S&P MidCap Low Volatility ETF position peaked at $5.98M in Q4 2019.
203 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q1 2021.

Based on Simplicity Solutions's 13F filing for Q1 2021, filed 13 May 2021.