Wintrust Investments’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Wintrust Investments’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
2020 Q1	–	Sell	-25,726	Closed	-$1.38M	–	373
2019 Q4	$1.38M	Buy	25,726 +432	+2%	+$22.9K	0.19%	98
2019 Q3	$1.33M	Buy	25,294 +904	+4%	+$46.9K	0.2%	92
2019 Q2	$1.25M	Buy	24,390 +908	+4%	+$46.1K	0.19%	99
2019 Q1	$1.17M	Buy	23,482 +1,700	+8%	+$81.6K	0.19%	103
2018 Q4	$967K	Buy	+21,782	New	+$1.02M	0.18%	105

Other funds holding XMLV

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RJFSA

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

Wintrust Investments's XMLV Position: Q1 2020 in Review

Wintrust Investments sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q1 2020, closing a stake of 25,726 shares — an estimated $1.38M sold.

Wintrust Investments first reported a position in XMLV in Q4 2018 and held it in 5 quarters. The position peaked at $1.38M in Q4 2019. 228 funds tracked by Wall St. Rank hold XMLV as of Q1 2020.

Wintrust Investments reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q1 2020 after selling out during the quarter.
Wintrust Investments sold 25,726 Invesco S&P MidCap Low Volatility ETF shares in Q1 2020, an estimated $1.38M.
Wintrust Investments first reported a position in Invesco S&P MidCap Low Volatility ETF in Q4 2018 and held it in 5 quarters.
Wintrust Investments's Invesco S&P MidCap Low Volatility ETF position peaked at $1.38M in Q4 2019.
228 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q1 2020.

Based on Wintrust Investments's 13F filing for Q1 2020, filed 14 May 2020.