RAFFA WEALTH MANAGEMENT, LLC’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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
2019 Q1	–	Sell	-36,253	Closed	-$1.61M	–	749
2018 Q4	$1.61M	Sell	36,253 -20	-0.1%	-$936	0.61%	14
2018 Q3	$1.76M	Buy	+36,273	New	+$1.76M	0.62%	20
2018 Q1	–	Sell	-161	Closed	-$7.31K	–	724
2017 Q4	$7.31K	Sell	161 -15,263	-99%	-$692K	﹤0.01%	205
2017 Q3	$677K	Buy	15,424 +4,043	+36%	+$176K	0.28%	29
2017 Q2	$492K	Buy	+11,381	New	+$488K	0.21%	37

Other funds holding XMLV

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

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

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

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

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

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

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

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

RJFSA

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's XMLV Position: Q1 2019 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q1 2019, closing a stake of 36,253 shares — an estimated $1.61M sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in XMLV in Q2 2017 and held it in 5 quarters. The position peaked at $1.76M in Q3 2018. 180 funds tracked by Wall St. Rank hold XMLV as of Q1 2019.

RAFFA WEALTH MANAGEMENT, LLC reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q1 2019 after selling out during the quarter.
RAFFA WEALTH MANAGEMENT, LLC sold 36,253 Invesco S&P MidCap Low Volatility ETF shares in Q1 2019, an estimated $1.61M.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Invesco S&P MidCap Low Volatility ETF in Q2 2017 and held it in 5 quarters.
RAFFA WEALTH MANAGEMENT, LLC's Invesco S&P MidCap Low Volatility ETF position peaked at $1.76M in Q3 2018.
180 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q1 2019.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q1 2019, filed 27 Jul 2026.