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

WealthShield 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
2021 Q3	–	Sell	-200	Closed	-$11K	–	762
2021 Q2	$11K	Buy	+200	New	+$10.8K	﹤0.01%	756
2020 Q4	–	Sell	-200	Closed	-$8K	–	432
2020 Q3	$8K	Hold	200	–	–	﹤0.01%	358
2020 Q2	$8K	Hold	200	–	–	﹤0.01%	299
2020 Q1	$8K	Hold	200	–	–	﹤0.01%	227
2019 Q4	$11K	Hold	200	–	–	0.01%	246
2019 Q3	$11K	Buy	+200	New	+$10.4K	0.01%	237
2019 Q2	–	Sell	-200	Closed	-$10K	–	285
2019 Q1	$10K	Hold	200	–	–	0.01%	236
2018 Q4	$9K	Hold	200	–	–	0.01%	205
2018 Q3	$10K	Buy	+200	New	+$9.68K	0.01%	208

Other funds holding XMLV

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

WealthShield Partners's XMLV Position: Q3 2021 in Review

WealthShield Partners sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q3 2021, closing a stake of 200 shares — an estimated $11K sold.

WealthShield Partners first reported a position in XMLV in Q3 2018 and held it in 9 quarters. The position peaked at $11K in Q2 2021. 186 funds tracked by Wall St. Rank hold XMLV as of Q3 2021.

WealthShield Partners reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q3 2021 after selling out during the quarter.
WealthShield Partners sold 200 Invesco S&P MidCap Low Volatility ETF shares in Q3 2021, an estimated $11K.
WealthShield Partners first reported a position in Invesco S&P MidCap Low Volatility ETF in Q3 2018 and held it in 9 quarters.
WealthShield Partners's Invesco S&P MidCap Low Volatility ETF position peaked at $11K in Q2 2021.
186 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.