Steward Partners Investment Advisory’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $526K | Buy |
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|
2025
Q2 | $205K | Sell |
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|
2025
Q1 | $210K | Sell |
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|
2024
Q4 | $215K | Buy |
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|
2024
Q3 | $187K | Sell |
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|
2024
Q2 | $179K | Hold |
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|
2024
Q1 | $183K | Buy |
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|
2023
Q4 | $166K | Hold |
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|
2023
Q3 | $154K | Sell |
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|
2023
Q2 | $164K | Hold |
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|
2023
Q1 | $166K | Sell |
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|
2022
Q4 | $171K | Sell |
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|
2022
Q3 | $158K | Buy |
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|
2022
Q2 | $137K | Sell |
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|
2022
Q1 | $151K | Sell |
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|
2021
Q4 | $284K | Buy |
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|
2021
Q3 | $249K | Sell |
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|
2021
Q2 | $259K | Buy |
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|
2021
Q1 | $126K | Sell |
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|
2020
Q4 | $876K | Sell |
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|
2020
Q3 | $923K | Sell |
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|
2020
Q2 | $1.81M | Buy |
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|
2020
Q1 | $1.56M | Buy |
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|
2019
Q4 | $2.03M | Buy |
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|
2019
Q3 | $1.95M | Buy |
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|
2019
Q2 | $1.86M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $1.67M | Sell |
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|
2018
Q3 | $1.86M | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $1.53M | Buy |
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