VCP
XMLV icon

Verus Capital Partners’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Verus Capital Partners’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
Q1 		$136K Sell
3,411
-1,255
-27% -$62.4K 0.04% 250
2019
Q4 		$251K Buy
+4,666
New +$247K 0.08% 192

Other funds holding XMLV

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Verus Capital Partners's XMLV Position: Q1 2020 in Review

Verus Capital Partners reduced its Invesco S&P MidCap Low Volatility ETF (XMLV) stake by 27% in Q1 2020, selling an estimated $62.4K and leaving 3,411 shares worth $136K. The position accounts for 0.04% of the portfolio, ranked #250.

Verus Capital Partners first reported a position in XMLV in Q4 2019 and has held it in 2 quarters since. The position peaked at $251K in Q4 2019. 229 funds tracked by Wall St. Rank hold XMLV as of Q1 2020.

  • Verus Capital Partners held 3,411 shares of Invesco S&P MidCap Low Volatility ETF worth $136K as of Q1 2020.
  • Verus Capital Partners sold 1,255 Invesco S&P MidCap Low Volatility ETF shares in Q1 2020, an estimated $62.4K.
  • Invesco S&P MidCap Low Volatility ETF made up 0.04% of Verus Capital Partners's portfolio in Q1 2020, its #250 holding.
  • Verus Capital Partners first reported a position in Invesco S&P MidCap Low Volatility ETF in Q4 2019 and has held it in 2 quarters since.
  • Verus Capital Partners's Invesco S&P MidCap Low Volatility ETF position peaked at $251K in Q4 2019.
  • 229 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q1 2020.

Based on Verus Capital Partners's 13F filing for Q1 2020, filed 26 May 2020.