TWP
XMLV icon

Tempus Wealth Planning’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Tempus Wealth Planning’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
Q2 		– Sell
-3,997
Closed -$209K – 196
2023
Q1 		$209K Sell
3,997
-264
-6% -$14.3K 0.1% 164
2022
Q4 		$228K Sell
4,261
-498
-10% -$26.2K 0.14% 162
2022
Q3 		$229K Hold
4,759
– – 0.15% 154
2022
Q2 		$245K Hold
4,759
– – 0.2% 109
2022
Q1 		$266K Hold
4,759
– – 0.19% 114
2021
Q4 		$278K Hold
4,759
– – 0.15% 126
2021
Q3 		$250K Buy
4,759
+245
+5% +$13.3K 0.14% 133
2021
Q2 		$241K Buy
+4,514
New +$244K 0.16% 134

Other funds holding XMLV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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 $431B AUM 30.22% 1-Year Est. Return