Single Point Partners’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Single Point Partners’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
2022 Q4	–	Sell	-5,673	Closed	-$273K	–	165
2022 Q3	$273K	Sell	5,673 -1,418	-20%	-$74.9K	0.08%	99
2022 Q2	$364K	Buy	7,091 +3	+0%	+$161	0.1%	76
2022 Q1	$395K	Buy	7,088 +3	+0%	+$165	0.1%	65
2021 Q4	$414K	Buy	+7,085	New	+$396K	0.11%	56
2021 Q3	–	Sell	-7,344	Closed	-$393K	–	79
2021 Q2	$393K	Buy	7,344 +2	+0%	+$108	0.14%	46
2021 Q1	$390K	Buy	7,342 +1	+0%	+$50	0.14%	54
2020 Q4	$353K	Buy	7,341 +1	+0%	+$45	0.16%	51
2020 Q3	$306K	Buy	7,340 +467	+7%	+$19.9K	0.16%	50
2020 Q2	$284K	Buy	6,873 +3	+0%	+$124	0.17%	52
2020 Q1	$274K	Buy	6,870 +6	+0.1%	+$298	0.19%	54
2019 Q4	$369K	Buy	+6,864	New	+$364K	0.22%	41

Other funds holding XMLV

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

BCM

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CPA

Capital Planning Advisors Roseville, California $692M AUM 21.81% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Single Point Partners's XMLV Position: Q4 2022 in Review

Single Point Partners sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q4 2022, closing a stake of 5,673 shares — an estimated $273K sold.

Single Point Partners first reported a position in XMLV in Q4 2019 and held it in 11 quarters. The position peaked at $414K in Q4 2021. 198 funds tracked by Wall St. Rank hold XMLV as of Q4 2022.

Single Point Partners reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q4 2022 after selling out during the quarter.
Single Point Partners sold 5,673 Invesco S&P MidCap Low Volatility ETF shares in Q4 2022, an estimated $273K.
Single Point Partners first reported a position in Invesco S&P MidCap Low Volatility ETF in Q4 2019 and held it in 11 quarters.
Single Point Partners's Invesco S&P MidCap Low Volatility ETF position peaked at $414K in Q4 2021.
198 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q4 2022.

Based on Single Point Partners's 13F filing for Q4 2022, filed 10 Jan 2023.