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

Synergy Investment Management’s Portfolio XMLV Stock Details XMLV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2,506
Closed -$155K – 585
2025
Q1 		$155K Sell
2,506
-500
-17% -$30.9K 0.06% 143
2024
Q4 		$183K Buy
+3,006
New +$183K 0.08% 125