VSR Financial Services’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

VSR Financial Services’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
2016 Q2	$373K	Buy	+9,519	New	+$355K	0.06%	328

Other funds holding XMLV

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WDL

Well Done LLC Holland, Michigan $681M AUM 13.87% 1-Year Est. Return

MFS

MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return

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

VSR Financial Services's XMLV Position: Q2 2016 in Review

VSR Financial Services opened a new position in Invesco S&P MidCap Low Volatility ETF (XMLV) in Q2 2016: 9,519 shares worth $373K. The stake represents 0.06% of the portfolio and ranks #328 among its holdings.

54 funds tracked by Wall St. Rank hold XMLV as of Q2 2016.

VSR Financial Services held 9,519 shares of Invesco S&P MidCap Low Volatility ETF worth $373K as of Q2 2016.
Invesco S&P MidCap Low Volatility ETF was a new VSR Financial Services position in Q2 2016.
Invesco S&P MidCap Low Volatility ETF made up 0.06% of VSR Financial Services's portfolio in Q2 2016, its #328 holding.
54 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q2 2016.

Based on VSR Financial Services's 13F filing for Q2 2016, filed 11 Aug 2016.