Tyler-Stone Wealth Management’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Tyler-Stone Wealth 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
2022 Q4	$27K	Hold	500	–	–	0.02%	407
2022 Q3	$24K	Hold	500	–	–	0.02%	408
2022 Q2	$26K	Hold	500	–	–	0.02%	411
2022 Q1	$28K	Hold	500	–	–	0.02%	425
2021 Q4	$29K	Buy	+500	New	+$27.9K	0.02%	445

Other funds holding XMLV

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

CPA

Capital Planning Advisors Roseville, California $692M AUM 21.81% 1-Year Est. Return

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

Tyler-Stone Wealth Management's XMLV Position: Q4 2022 in Review

Tyler-Stone Wealth Management held its Invesco S&P MidCap Low Volatility ETF (XMLV) position steady in Q4 2022 at 500 shares worth $27K. The position accounts for 0.02% of the portfolio, ranked #407.

Tyler-Stone Wealth Management first reported a position in XMLV in Q4 2021 and has held it in 5 quarters since. The position peaked at $29K in Q4 2021. 198 funds tracked by Wall St. Rank hold XMLV as of Q4 2022.

Tyler-Stone Wealth Management held 500 shares of Invesco S&P MidCap Low Volatility ETF worth $27K as of Q4 2022.
Tyler-Stone Wealth Management left its Invesco S&P MidCap Low Volatility ETF share count unchanged in Q4 2022.
Invesco S&P MidCap Low Volatility ETF made up 0.02% of Tyler-Stone Wealth Management's portfolio in Q4 2022, its #407 holding.
Tyler-Stone Wealth Management first reported a position in Invesco S&P MidCap Low Volatility ETF in Q4 2021 and has held it in 5 quarters since.
Tyler-Stone Wealth Management's Invesco S&P MidCap Low Volatility ETF position peaked at $29K in Q4 2021.
198 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q4 2022.

Based on Tyler-Stone Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.