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Summit Financial Wealth Advisors’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Summit Financial Wealth Advisors’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
2020
Q3 		– Sell
-5,343
Closed -$219K – 127
2020
Q2 		$219K Buy
+5,343
New +$221K 0.06% 110

Other funds holding XMLV

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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Summit Financial Wealth Advisors's XMLV Position: Q3 2020 in Review

Summit Financial Wealth Advisors sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q3 2020, closing a stake of 5,343 shares — an estimated $219K sold.

Summit Financial Wealth Advisors first reported a position in XMLV in Q2 2020 and held it in 1 quarter. The position peaked at $219K in Q2 2020. 198 funds tracked by Wall St. Rank hold XMLV as of Q3 2020.

  • Summit Financial Wealth Advisors reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q3 2020 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 5,343 Invesco S&P MidCap Low Volatility ETF shares in Q3 2020, an estimated $219K.
  • Summit Financial Wealth Advisors first reported a position in Invesco S&P MidCap Low Volatility ETF in Q2 2020 and held it in 1 quarter.
  • Summit Financial Wealth Advisors's Invesco S&P MidCap Low Volatility ETF position peaked at $219K in Q2 2020.
  • 198 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q3 2020.

Based on Summit Financial Wealth Advisors's 13F filing for Q3 2020, filed 9 Nov 2020.