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

WealthSource 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
2018 Q3	–	Sell	-11,036	Closed	-$519K	–	346
2018 Q2	$519K	Buy	+11,036	New	+$506K	0.14%	150
2017 Q1	–	Sell	-5,600	Closed	-$227K	–	309
2016 Q4	$227K	Buy	+5,600	New	+$219K	0.1%	201

Other funds holding XMLV

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WealthSource Partners's XMLV Position: Q3 2018 in Review

WealthSource Partners sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q3 2018, closing a stake of 11,036 shares — an estimated $519K sold.

WealthSource Partners first reported a position in XMLV in Q4 2016 and held it in 2 quarters. The position peaked at $519K in Q2 2018. 120 funds tracked by Wall St. Rank hold XMLV as of Q3 2018.

WealthSource Partners reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q3 2018 after selling out during the quarter.
WealthSource Partners sold 11,036 Invesco S&P MidCap Low Volatility ETF shares in Q3 2018, an estimated $519K.
WealthSource Partners first reported a position in Invesco S&P MidCap Low Volatility ETF in Q4 2016 and held it in 2 quarters.
WealthSource Partners's Invesco S&P MidCap Low Volatility ETF position peaked at $519K in Q2 2018.
120 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q3 2018.

Based on WealthSource Partners's 13F filing for Q3 2018, filed 13 Nov 2018.