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WFG Advisors’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

WFG Advisors’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
2017
Q2 		$166K Buy
3,842
+1,186
+45% +$50.9K 0.04% 413
2017
Q1 		$112K Sell
2,656
-748
-22% -$31.2K 0.03% 457
2016
Q4 		$138K Buy
3,404
+744
+28% +$29.1K 0.03% 454
2016
Q3 		$103K Buy
2,660
+645
+32% +$25.4K 0.03% 510
2016
Q2 		$79K Buy
+2,015
New +$75.1K 0.02% 566

Other funds holding XMLV

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

WFG Advisors's XMLV Position: Q2 2017 in Review

WFG Advisors increased its Invesco S&P MidCap Low Volatility ETF (XMLV) stake by 45% in Q2 2017, buying an estimated $50.9K and bringing the position to 3,842 shares worth $166K. The position accounts for 0.04% of the portfolio, ranked #413.

WFG Advisors first reported a position in XMLV in Q2 2016 and has held it in 5 quarters since. 87 funds tracked by Wall St. Rank hold XMLV as of Q2 2017.

  • WFG Advisors held 3,842 shares of Invesco S&P MidCap Low Volatility ETF worth $166K as of Q2 2017.
  • WFG Advisors bought 1,186 Invesco S&P MidCap Low Volatility ETF shares in Q2 2017, an estimated $50.9K.
  • Invesco S&P MidCap Low Volatility ETF made up 0.04% of WFG Advisors's portfolio in Q2 2017, its #413 holding.
  • WFG Advisors first reported a position in Invesco S&P MidCap Low Volatility ETF in Q2 2016 and has held it in 5 quarters since.
  • 87 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.