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Syverson Strege & Co’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Syverson Strege & Co’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
2022
Q2 		– Sell
-541
Closed -$30K – 349
2022
Q1 		$30K Buy
541
+2
+0.4% +$110 0.03% 150
2021
Q4 		$31K Buy
+539
New +$30.1K 0.02% 159

Other funds holding XMLV

PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CPA
Capital Planning Advisors Roseville, California $692M AUM 21.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Syverson Strege & Co's XMLV Position: Q2 2022 in Review

Syverson Strege & Co sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q2 2022, closing a stake of 541 shares — an estimated $30K sold.

Syverson Strege & Co first reported a position in XMLV in Q4 2021 and held it in 2 quarters. The position peaked at $31K in Q4 2021. 189 funds tracked by Wall St. Rank hold XMLV as of Q2 2022.

  • Syverson Strege & Co reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q2 2022 after selling out during the quarter.
  • Syverson Strege & Co sold 541 Invesco S&P MidCap Low Volatility ETF shares in Q2 2022, an estimated $30K.
  • Syverson Strege & Co first reported a position in Invesco S&P MidCap Low Volatility ETF in Q4 2021 and held it in 2 quarters.
  • Syverson Strege & Co's Invesco S&P MidCap Low Volatility ETF position peaked at $31K in Q4 2021.
  • 189 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q2 2022.

Based on Syverson Strege & Co's 13F filing for Q2 2022, filed 11 Aug 2022.