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Strategic Wealth Partners’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Strategic Wealth Partners’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
2019
Q3 		– Sell
-1,074
Closed -$55K – 778
2019
Q2 		$55K Buy
+1,074
New +$54.5K 0.03% 223

Other funds holding XMLV

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Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Strategic Wealth Partners's XMLV Position: Q3 2019 in Review

Strategic Wealth Partners sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q3 2019, closing a stake of 1,074 shares — an estimated $55K sold.

Strategic Wealth Partners first reported a position in XMLV in Q2 2019 and held it in 1 quarter. The position peaked at $55K in Q2 2019. 206 funds tracked by Wall St. Rank hold XMLV as of Q3 2019.

  • Strategic Wealth Partners reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q3 2019 after selling out during the quarter.
  • Strategic Wealth Partners sold 1,074 Invesco S&P MidCap Low Volatility ETF shares in Q3 2019, an estimated $55K.
  • Strategic Wealth Partners first reported a position in Invesco S&P MidCap Low Volatility ETF in Q2 2019 and held it in 1 quarter.
  • Strategic Wealth Partners's Invesco S&P MidCap Low Volatility ETF position peaked at $55K in Q2 2019.
  • 206 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q3 2019.

Based on Strategic Wealth Partners's 13F filing for Q3 2019, filed 28 Oct 2019.