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

Transamerica Financial 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	-1	Closed	-$1K	–	510
2020 Q2	$1K	Buy	+1	New	+$41	﹤0.01%	500
2019 Q3	–	Sell	-5	Closed	-$1K	–	546
2019 Q2	$1K	Buy	+5	New	+$254	﹤0.01%	545

Other funds holding XMLV

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

BCM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Transamerica Financial Advisors's XMLV Position: Q3 2020 in Review

Transamerica Financial Advisors sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q3 2020, closing a stake of 1 share — an estimated $1K sold.

Transamerica Financial Advisors first reported a position in XMLV in Q2 2019 and held it in 2 quarters. The position peaked at $1K in Q2 2020. 198 funds tracked by Wall St. Rank hold XMLV as of Q3 2020.

Transamerica Financial Advisors reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q3 2020 after selling out during the quarter.
Transamerica Financial Advisors sold 1 Invesco S&P MidCap Low Volatility ETF share in Q3 2020, an estimated $1K.
Transamerica Financial Advisors first reported a position in Invesco S&P MidCap Low Volatility ETF in Q2 2019 and held it in 2 quarters.
Transamerica Financial Advisors's Invesco S&P MidCap Low Volatility ETF position peaked at $1K in Q2 2020.
198 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q3 2020.

Based on Transamerica Financial Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.