Solano Wealth Management’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Solano Wealth Management’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
2024 Q2	–	Sell	-4,980	Closed	-$281K	–	33
2024 Q1	$281K	Sell	4,980 -189	-4%	-$10.2K	0.16%	30
2023 Q4	$275K	Hold	5,169	–	–	0.17%	26
2023 Q3	$254K	Hold	5,169	–	–	0.18%	24
2023 Q2	$267K	Hold	5,169	–	–	0.18%	22
2023 Q1	$271K	Buy	+5,169	New	+$280K	0.2%	22

Other funds holding XMLV

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

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

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

BCM

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Solano Wealth Management's XMLV Position: Q2 2024 in Review

Solano Wealth Management sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q2 2024, closing a stake of 4,980 shares — an estimated $281K sold.

Solano Wealth Management first reported a position in XMLV in Q1 2023 and held it in 5 quarters. The position peaked at $281K in Q1 2024. 184 funds tracked by Wall St. Rank hold XMLV as of Q2 2024.

Solano Wealth Management reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q2 2024 after selling out during the quarter.
Solano Wealth Management sold 4,980 Invesco S&P MidCap Low Volatility ETF shares in Q2 2024, an estimated $281K.
Solano Wealth Management first reported a position in Invesco S&P MidCap Low Volatility ETF in Q1 2023 and held it in 5 quarters.
Solano Wealth Management's Invesco S&P MidCap Low Volatility ETF position peaked at $281K in Q1 2024.
184 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q2 2024.

Based on Solano Wealth Management's 13F filing for Q2 2024, filed 30 Jul 2024.