WP
XMLV icon

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

WealthPLAN 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
2023
Q3 		– Sell
-91
Closed -$4.71K – 1199
2023
Q2 		$4.71K Hold
91
– – ﹤0.01% 923
2023
Q1 		$4.77K Buy
+91
New +$4.93K ﹤0.01% 1010
2016
Q3 		$42.5K Buy
+1,112
New +$43.7K 0.01% 363

Other funds holding XMLV

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $79.5B AUM 27.1% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

WealthPLAN Partners's XMLV Position: Q3 2023 in Review

WealthPLAN Partners sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q3 2023, closing a stake of 91 shares — an estimated $4.71K sold.

WealthPLAN Partners first reported a position in XMLV in Q3 2016 and held it in 3 quarters. The position peaked at $42.5K in Q3 2016. 182 funds tracked by Wall St. Rank hold XMLV as of Q3 2023.

  • WealthPLAN Partners reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 91 Invesco S&P MidCap Low Volatility ETF shares in Q3 2023, an estimated $4.71K.
  • WealthPLAN Partners first reported a position in Invesco S&P MidCap Low Volatility ETF in Q3 2016 and held it in 3 quarters.
  • WealthPLAN Partners's Invesco S&P MidCap Low Volatility ETF position peaked at $42.5K in Q3 2016.
  • 182 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.