U.S. Capital Wealth Advisors’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.35M | Buy |
38,144
+7,368
| +24% | +$454K | 0.07% | 268 |
|
|
2025
Q1 | $1.9M | Buy |
30,776
+10,896
| +55% | +$673K | 0.06% | 299 |
|
|
2024
Q4 | $1.21M | Buy |
+19,880
| New | +$1.21M | 0.04% | 399 |
|
|
2023
Q1 | – | Sell |
-130
| Closed | -$6.95K | – | 1548 |
|
|
2022
Q4 | $6.95K | Buy |
+130
| New | +$6.95K | ﹤0.01% | 1331 |
|