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SFS
XMLV icon

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 – 2783
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 – 2706
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

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Common Fund Bets See what stocks and ETFs funds are collectively bullish/bearish on Largest Fund Trades Explore the largest stock and ETF buys and sells made by funds High Conviction Trades Discover high conviction trades that caused a significant change in a fund's stake in a stock Fund Manager Portfolios Gain insights from the world’s largest funds and super investors
Fund Manager Index Stock index based on fund manager consensus updated each quarter

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