TRUE Private Wealth Advisors’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

TRUE Private Wealth 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 Q2	–	Sell	-226	Closed	-$9K	–	762
2020 Q1	$9K	Sell	226 -43,162	-99%	-$2.15M	﹤0.01%	475
2019 Q4	$2.33M	Buy	43,388 +1,555	+4%	+$82.4K	0.36%	41
2019 Q3	$2.2M	Buy	41,833 +1,209	+3%	+$62.7K	0.38%	40
2019 Q2	$2.08M	Buy	40,624 +4,939	+14%	+$251K	0.35%	40
2019 Q1	$1.77M	Sell	35,685 -485	-1%	-$23.3K	0.34%	54
2018 Q4	$1.6M	Buy	+36,170	New	+$1.69M	0.28%	68

Other funds holding XMLV

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

TRUE Private Wealth Advisors's XMLV Position: Q2 2020 in Review

TRUE Private Wealth Advisors sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q2 2020, closing a stake of 226 shares — an estimated $9K sold.

TRUE Private Wealth Advisors first reported a position in XMLV in Q4 2018 and held it in 6 quarters. The position peaked at $2.33M in Q4 2019. 202 funds tracked by Wall St. Rank hold XMLV as of Q2 2020.

TRUE Private Wealth Advisors reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q2 2020 after selling out during the quarter.
TRUE Private Wealth Advisors sold 226 Invesco S&P MidCap Low Volatility ETF shares in Q2 2020, an estimated $9K.
TRUE Private Wealth Advisors first reported a position in Invesco S&P MidCap Low Volatility ETF in Q4 2018 and held it in 6 quarters.
TRUE Private Wealth Advisors's Invesco S&P MidCap Low Volatility ETF position peaked at $2.33M in Q4 2019.
202 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q2 2020.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2020, filed 7 Jul 2020.