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Stone House Investment Management’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Stone House Investment 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
2023
Q3 		– Sell
-47
Closed -$2.43K – 386
2023
Q2 		$2.43K Buy
+47
New +$2.42K ﹤0.01% 254

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LPL Financial
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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Stone House Investment Management's XMLV Position: Q3 2023 in Review

Stone House Investment Management sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q3 2023, closing a stake of 47 shares — an estimated $2.43K sold.

Stone House Investment Management first reported a position in XMLV in Q2 2023 and held it in 1 quarter. The position peaked at $2.43K in Q2 2023. 182 funds tracked by Wall St. Rank hold XMLV as of Q3 2023.

  • Stone House Investment Management reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q3 2023 after selling out during the quarter.
  • Stone House Investment Management sold 47 Invesco S&P MidCap Low Volatility ETF shares in Q3 2023, an estimated $2.43K.
  • Stone House Investment Management first reported a position in Invesco S&P MidCap Low Volatility ETF in Q2 2023 and held it in 1 quarter.
  • Stone House Investment Management's Invesco S&P MidCap Low Volatility ETF position peaked at $2.43K in Q2 2023.
  • 182 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q3 2023.

Based on Stone House Investment Management's 13F filing for Q3 2023, filed 14 Nov 2023.