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Triad Wealth Partners’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Triad Wealth Partners’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
2024
Q3 		– Sell
-276
Closed -$15.2K – 969
2024
Q2 		$15.2K Buy
+276
New +$15.3K 0.01% 393

Other funds holding XMLV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
DC
Dorval Corp Maple Grove, Minnesota $322M AUM 7.74% 1-Year Est. Return

Triad Wealth Partners's XMLV Position: Q3 2024 in Review

Triad Wealth Partners sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q3 2024, closing a stake of 276 shares — an estimated $15.2K sold.

Triad Wealth Partners first reported a position in XMLV in Q2 2024 and held it in 1 quarter. The position peaked at $15.2K in Q2 2024. 186 funds tracked by Wall St. Rank hold XMLV as of Q3 2024.

  • Triad Wealth Partners reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 276 Invesco S&P MidCap Low Volatility ETF shares in Q3 2024, an estimated $15.2K.
  • Triad Wealth Partners first reported a position in Invesco S&P MidCap Low Volatility ETF in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Invesco S&P MidCap Low Volatility ETF position peaked at $15.2K in Q2 2024.
  • 186 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.