Sowell Financial Services’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Sowell Financial Services’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 Q2	–	Sell	-75	Closed	-$4K	–	2778
2021 Q1	$4K	Hold	75	–	–	﹤0.01%	2694
2020 Q4	$4K	Buy	+75	New	+$3.38K	﹤0.01%	2364
2020 Q2	–	Sell	-1,526	Closed	-$61K	–	2691
2020 Q1	$61K	Buy	1,526 +1,097	+256%	+$54.5K	﹤0.01%	990
2019 Q4	$23K	Sell	429 -7,930	-95%	-$420K	﹤0.01%	1391
2019 Q3	$440K	Buy	+8,359	New	+$433K	0.04%	444

Other funds holding XMLV

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

Sowell Financial Services's XMLV Position: Q2 2021 in Review

Sowell Financial Services sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q2 2021, closing a stake of 75 shares — an estimated $4K sold.

Sowell Financial Services first reported a position in XMLV in Q3 2019 and held it in 5 quarters. The position peaked at $440K in Q3 2019. 203 funds tracked by Wall St. Rank hold XMLV as of Q2 2021.

Sowell Financial Services reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 75 Invesco S&P MidCap Low Volatility ETF shares in Q2 2021, an estimated $4K.
Sowell Financial Services first reported a position in Invesco S&P MidCap Low Volatility ETF in Q3 2019 and held it in 5 quarters.
Sowell Financial Services's Invesco S&P MidCap Low Volatility ETF position peaked at $440K in Q3 2019.
203 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.