United Capital Financial Advisors’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $945K | Hold |
15,323
| – | – | 0.01% | 597 |
|
|
2025
Q1 | $946K | Sell |
15,323
-2,999
| -16% | -$185K | 0.01% | 571 |
|
|
2024
Q4 | $1.11M | Buy |
18,322
+379
| +2% | +$23.1K | 0.01% | 521 |
|
|
2024
Q3 | $1.1M | Buy |
17,943
+15
| +0.1% | +$916 | 0.01% | 522 |
|
|
2024
Q2 | $990K | Buy |
17,928
+15
| +0.1% | +$828 | 0.01% | 529 |
|
|
2024
Q1 | $1.01M | Buy |
17,913
+42
| +0.2% | +$2.37K | 0.01% | 553 |
|
|
2023
Q4 | $950K | Sell |
17,871
-551
| -3% | -$29.3K | 0.01% | 568 |
|
|
2023
Q3 | $906K | Sell |
18,422
-277
| -1% | -$13.6K | 0.01% | 535 |
|
|
2023
Q2 | $968K | Sell |
18,699
-614
| -3% | -$31.8K | 0.01% | 557 |
|
|
2023
Q1 | $1.01M | Sell |
19,313
-4,838
| -20% | -$254K | 0.01% | 570 |
|
|
2022
Q4 | $1.29M | Sell |
24,151
-253
| -1% | -$13.5K | 0.01% | 562 |
|
|
2022
Q3 | $1.17M | Sell |
24,404
-1,742
| -7% | -$83.7K | 0.01% | 580 |
|
|
2022
Q2 | $1.34M | Buy |
26,146
+131
| +0.5% | +$6.73K | 0.01% | 571 |
|
|
2022
Q1 | $1.45M | Sell |
26,015
-11,201
| -30% | -$625K | 0.01% | 590 |
|
|
2021
Q4 | $2.18M | Sell |
37,216
-7,955
| -18% | -$465K | 0.01% | 519 |
|
|
2021
Q3 | $2.37M | Sell |
45,171
-14,365
| -24% | -$754K | 0.01% | 493 |
|
|
2021
Q2 | $3.18M | Buy |
59,536
+28,154
| +90% | +$1.51M | 0.02% | 451 |
|
|
2021
Q1 | $1.64M | Sell |
31,382
-9,305
| -23% | -$487K | 0.01% | 545 |
|
|
2020
Q4 | $1.96M | Sell |
40,687
-2,116
| -5% | -$102K | 0.01% | 508 |
|
|
2020
Q3 | $1.78M | Sell |
42,803
-991
| -2% | -$41.3K | 0.01% | 529 |
|
|
2020
Q2 | $1.81M | Sell |
43,794
-5,897
| -12% | -$244K | 0.01% | 540 |
|
|
2020
Q1 | $1.98M | Sell |
49,691
-528
| -1% | -$21K | 0.02% | 497 |
|
|
2019
Q4 | $2.7M | Buy |
50,219
+2,778
| +6% | +$149K | 0.02% | 539 |
|
|
2019
Q3 | $2.5M | Sell |
47,441
-987
| -2% | -$51.9K | 0.02% | 542 |
|
|
2019
Q2 | $2.48M | Buy |
48,428
+1,144
| +2% | +$58.7K | 0.02% | 553 |
|
|
2019
Q1 | $2.35M | Sell |
47,284
-277
| -0.6% | -$13.8K | 0.02% | 557 |
|
|
2018
Q4 | $2.11M | Sell |
47,561
-3,882
| -8% | -$172K | 0.02% | 545 |
|
|
2018
Q3 | $2.5M | Sell |
51,443
-168
| -0.3% | -$8.16K | 0.02% | 558 |
|
|
2018
Q2 | $2.43M | Sell |
51,611
-5,363
| -9% | -$252K | 0.02% | 549 |
|
|
2018
Q1 | $2.55M | Buy |
56,974
+3,486
| +7% | +$156K | 0.02% | 529 |
|
|
2017
Q4 | $2.43M | Sell |
53,488
-3,986
| -7% | -$181K | 0.02% | 547 |
|
|
2017
Q3 | $2.52M | Sell |
57,474
-7,080
| -11% | -$311K | 0.02% | 520 |
|
|
2017
Q2 | $2.79M | Sell |
64,554
-3,729
| -5% | -$161K | 0.03% | 500 |
|
|
2017
Q1 | $2.89M | Sell |
68,283
-11,409
| -14% | -$483K | 0.03% | 479 |
|
|
2016
Q4 | $3.24M | Sell |
79,692
-12,153
| -13% | -$493K | 0.03% | 461 |
|
|
2016
Q3 | $3.57M | Sell |
91,845
-3,497
| -4% | -$136K | 0.03% | 454 |
|
|
2016
Q2 | $3.72M | Sell |
95,342
-6,069
| -6% | -$237K | 0.04% | 423 |
|
|
2016
Q1 | $3.73M | Buy |
101,411
+19,544
| +24% | +$718K | 0.04% | 399 |
|
|
2015
Q4 | $2.78M | Buy |
+81,867
| New | +$2.78M | 0.03% | 474 |
|