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Wealthspire Advisors (Maryland)’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Wealthspire Advisors (Maryland)’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
Q2 		– Sell
-49
Closed -$2K – 2598
2018
Q1 		$2K Buy
+49
New +$2.19K ﹤0.01% 2226

Other funds holding XMLV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 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 $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s XMLV Position: Q2 2018 in Review

Wealthspire Advisors (Maryland) sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q2 2018, closing a stake of 49 shares — an estimated $2K sold.

Wealthspire Advisors (Maryland) first reported a position in XMLV in Q1 2018 and held it in 1 quarter. The position peaked at $2K in Q1 2018. 119 funds tracked by Wall St. Rank hold XMLV as of Q2 2018.

  • Wealthspire Advisors (Maryland) reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q2 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 49 Invesco S&P MidCap Low Volatility ETF shares in Q2 2018, an estimated $2K.
  • Wealthspire Advisors (Maryland) first reported a position in Invesco S&P MidCap Low Volatility ETF in Q1 2018 and held it in 1 quarter.
  • Wealthspire Advisors (Maryland)'s Invesco S&P MidCap Low Volatility ETF position peaked at $2K in Q1 2018.
  • 119 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q2 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2018, filed 8 Aug 2018.