WP
XMLV icon

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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return