Woodard & Company Asset Management Group’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Woodard & Company Asset Management Group’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
2021 Q1	–	Sell	-1,450	Closed	-$70K	–	114
2020 Q4	$70K	Hold	1,450	–	–	0.04%	80
2020 Q3	$60K	Hold	1,450	–	–	0.04%	69
2020 Q2	$60K	Hold	1,450	–	–	0.04%	74
2020 Q1	$58K	Hold	1,450	–	–	0.04%	67
2019 Q4	$78K	Buy	+1,450	New	+$76.8K	0.05%	67
2018 Q4	–	Sell	-1,450	Closed	-$70K	–	240
2018 Q3	$70K	Buy	+1,450	New	+$70.2K	0.06%	78

Other funds holding XMLV

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

BCM

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Woodard & Company Asset Management Group's XMLV Position: Q1 2021 in Review

Woodard & Company Asset Management Group sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q1 2021, closing a stake of 1,450 shares — an estimated $70K sold.

Woodard & Company Asset Management Group first reported a position in XMLV in Q3 2018 and held it in 6 quarters. The position peaked at $78K in Q4 2019. 204 funds tracked by Wall St. Rank hold XMLV as of Q1 2021.

Woodard & Company Asset Management Group reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q1 2021 after selling out during the quarter.
Woodard & Company Asset Management Group sold 1,450 Invesco S&P MidCap Low Volatility ETF shares in Q1 2021, an estimated $70K.
Woodard & Company Asset Management Group first reported a position in Invesco S&P MidCap Low Volatility ETF in Q3 2018 and held it in 6 quarters.
Woodard & Company Asset Management Group's Invesco S&P MidCap Low Volatility ETF position peaked at $78K in Q4 2019.
204 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q1 2021.

Based on Woodard & Company Asset Management Group's 13F filing for Q1 2021, filed 26 Apr 2021.