Smart Portfolios LLC’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Smart Portfolios LLC’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
2018 Q4	–	Sell	-426	Closed	-$21K	–	224
2018 Q3	$21K	Hold	426	–	–	0.01%	106
2018 Q2	$20K	Sell	426 -511	-55%	-$23.4K	0.01%	108
2018 Q1	$42K	Buy	+937	New	+$41.9K	0.03%	83
2017 Q3	–	Sell	-2,794	Closed	-$121K	–	29
2017 Q2	$121K	Hold	2,794	–	–	0.13%	20
2017 Q1	$118K	Buy	2,794 +1,312	+89%	+$54.8K	0.11%	26
2016 Q4	$60K	Hold	1,482	–	–	0.05%	30
2016 Q3	$58K	Buy	+1,482	New	+$58.3K	0.07%	33

Other funds holding XMLV

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

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

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

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Smart Portfolios LLC's XMLV Position: Q4 2018 in Review

Smart Portfolios LLC sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q4 2018, closing a stake of 426 shares — an estimated $21K sold.

Smart Portfolios LLC first reported a position in XMLV in Q3 2016 and held it in 7 quarters. The position peaked at $121K in Q2 2017. 146 funds tracked by Wall St. Rank hold XMLV as of Q4 2018.

Smart Portfolios LLC reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q4 2018 after selling out during the quarter.
Smart Portfolios LLC sold 426 Invesco S&P MidCap Low Volatility ETF shares in Q4 2018, an estimated $21K.
Smart Portfolios LLC first reported a position in Invesco S&P MidCap Low Volatility ETF in Q3 2016 and held it in 7 quarters.
Smart Portfolios LLC's Invesco S&P MidCap Low Volatility ETF position peaked at $121K in Q2 2017.
146 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q4 2018.

Based on Smart Portfolios LLC's 13F filing for Q4 2018, filed 11 Feb 2019.