WWM
XMLV icon

WJ Wealth Management’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

WJ Wealth Management’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
-7,367
Closed -$396K – 33
2019
Q4 		$396K Buy
+7,367
New +$390K 1% 26

Other funds holding XMLV

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

WJ Wealth Management's XMLV Position: Q1 2020 in Review

WJ Wealth Management sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q1 2020, closing a stake of 7,367 shares — an estimated $396K sold.

WJ Wealth Management first reported a position in XMLV in Q4 2019 and held it in 1 quarter. The position peaked at $396K in Q4 2019. 229 funds tracked by Wall St. Rank hold XMLV as of Q1 2020.

  • WJ Wealth Management reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q1 2020 after selling out during the quarter.
  • WJ Wealth Management sold 7,367 Invesco S&P MidCap Low Volatility ETF shares in Q1 2020, an estimated $396K.
  • WJ Wealth Management first reported a position in Invesco S&P MidCap Low Volatility ETF in Q4 2019 and held it in 1 quarter.
  • WJ Wealth Management's Invesco S&P MidCap Low Volatility ETF position peaked at $396K in Q4 2019.
  • 229 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q1 2020.

Based on WJ Wealth Management's 13F filing for Q1 2020, filed 21 Apr 2020.