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

True Link 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
2023 Q4	–	Sell	-21,418	Closed	-$1.05M	–	110
2023 Q3	$1.05M	Hold	21,418	–	–	0.13%	48
2023 Q2	$1.11M	Hold	21,418	–	–	0.13%	46
2023 Q1	$1.12M	Hold	21,418	–	–	0.14%	52
2022 Q4	$1.15M	Hold	21,418	–	–	0.16%	48
2022 Q3	$1.03M	Hold	21,418	–	–	0.15%	55
2022 Q2	$1.1M	Hold	21,418	–	–	0.17%	56
2022 Q1	$1.2M	Hold	21,418	–	–	0.17%	51
2021 Q4	$1.25M	Hold	21,418	–	–	0.17%	65
2021 Q3	$1.13M	Sell	21,418 -5,000	-19%	-$271K	0.15%	63
2021 Q2	$1.41M	Hold	26,418	–	–	0.21%	51
2021 Q1	$1.38M	Hold	26,418	–	–	0.2%	54
2020 Q4	$1.27M	Buy	+26,418	New	+$1.19M	0.2%	55

Other funds holding XMLV

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

BCM

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

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

True Link Financial Advisors's XMLV Position: Q4 2023 in Review

True Link Financial Advisors sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q4 2023, closing a stake of 21,418 shares — an estimated $1.05M sold.

True Link Financial Advisors first reported a position in XMLV in Q4 2020 and held it in 12 quarters. The position peaked at $1.41M in Q2 2021. 189 funds tracked by Wall St. Rank hold XMLV as of Q4 2023.

True Link Financial Advisors reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q4 2023 after selling out during the quarter.
True Link Financial Advisors sold 21,418 Invesco S&P MidCap Low Volatility ETF shares in Q4 2023, an estimated $1.05M.
True Link Financial Advisors first reported a position in Invesco S&P MidCap Low Volatility ETF in Q4 2020 and held it in 12 quarters.
True Link Financial Advisors's Invesco S&P MidCap Low Volatility ETF position peaked at $1.41M in Q2 2021.
189 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q4 2023.

Based on True Link Financial Advisors's 13F filing for Q4 2023, filed 19 Jan 2024.