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

WealthOne’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
-1,330
Closed -$59K – 565
2018
Q4 		$59K Buy
+1,330
New +$62.3K 0.05% 163

Other funds holding XMLV

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WealthOne's XMLV Position: Q1 2019 in Review

WealthOne sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q1 2019, closing a stake of 1,330 shares — an estimated $59K sold.

WealthOne first reported a position in XMLV in Q4 2018 and held it in 1 quarter. The position peaked at $59K in Q4 2018. 180 funds tracked by Wall St. Rank hold XMLV as of Q1 2019.

  • WealthOne reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q1 2019 after selling out during the quarter.
  • WealthOne sold 1,330 Invesco S&P MidCap Low Volatility ETF shares in Q1 2019, an estimated $59K.
  • WealthOne first reported a position in Invesco S&P MidCap Low Volatility ETF in Q4 2018 and held it in 1 quarter.
  • WealthOne's Invesco S&P MidCap Low Volatility ETF position peaked at $59K in Q4 2018.
  • 180 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.