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 New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Tempus Wealth Planning's XMLV Position: Q2 2023 in Review

Tempus Wealth Planning sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q2 2023, closing a stake of 3,997 shares — an estimated $209K sold.

Tempus Wealth Planning first reported a position in XMLV in Q2 2021 and held it in 8 quarters. The position peaked at $278K in Q4 2021. 187 funds tracked by Wall St. Rank hold XMLV as of Q2 2023.

Tempus Wealth Planning reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q2 2023 after selling out during the quarter.
Tempus Wealth Planning sold 3,997 Invesco S&P MidCap Low Volatility ETF shares in Q2 2023, an estimated $209K.
Tempus Wealth Planning first reported a position in Invesco S&P MidCap Low Volatility ETF in Q2 2021 and held it in 8 quarters.
Tempus Wealth Planning's Invesco S&P MidCap Low Volatility ETF position peaked at $278K in Q4 2021.
187 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q2 2023.

Based on Tempus Wealth Planning's 13F filing for Q2 2023, filed 21 Jul 2023.