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Tucker Asset Management’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Tucker Asset Management’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
-20
Closed -$983 – 1565
2023
Q3 		$983 Buy
+20
New +$1.03K ﹤0.01% 1179

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LPL Financial
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Cambridge Investment Research Advisors
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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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Tucker Asset Management's XMLV Position: Q4 2023 in Review

Tucker Asset Management sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q4 2023, closing a stake of 20 shares — an estimated $983 sold.

Tucker Asset Management first reported a position in XMLV in Q3 2023 and held it in 1 quarter. The position peaked at $983 in Q3 2023. 189 funds tracked by Wall St. Rank hold XMLV as of Q4 2023.

  • Tucker Asset Management reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q4 2023 after selling out during the quarter.
  • Tucker Asset Management sold 20 Invesco S&P MidCap Low Volatility ETF shares in Q4 2023, an estimated $983.
  • Tucker Asset Management first reported a position in Invesco S&P MidCap Low Volatility ETF in Q3 2023 and held it in 1 quarter.
  • Tucker Asset Management's Invesco S&P MidCap Low Volatility ETF position peaked at $983 in Q3 2023.
  • 189 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q4 2023.

Based on Tucker Asset Management's 13F filing for Q4 2023, filed 4 Mar 2024.