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

Waterloo Capital’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	$1.4M	Buy	+35,060	New	+$1.74M	0.99%	21

Other funds holding XMLV

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

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

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

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 Charlotte, North Carolina $1.37T AUM 24.88% 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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

Waterloo Capital's XMLV Position: Q1 2020 in Review

Waterloo Capital opened a new position in Invesco S&P MidCap Low Volatility ETF (XMLV) in Q1 2020: 35,060 shares worth $1.4M. The stake represents 0.99% of the portfolio and ranks #21 among its holdings.

229 funds tracked by Wall St. Rank hold XMLV as of Q1 2020.

Waterloo Capital held 35,060 shares of Invesco S&P MidCap Low Volatility ETF worth $1.4M as of Q1 2020.
Invesco S&P MidCap Low Volatility ETF was a new Waterloo Capital position in Q1 2020.
Invesco S&P MidCap Low Volatility ETF made up 0.99% of Waterloo Capital's portfolio in Q1 2020, its #21 holding.
229 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q1 2020.

Based on Waterloo Capital's 13F filing for Q1 2020, filed 1 Jun 2020.