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

World Investment 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
2022 Q4	–	Sell	-26,875	Closed	-$1.29M	–	274
2022 Q3	$1.29M	Buy	26,875 +8,532	+47%	+$451K	0.31%	52
2022 Q2	$991K	Buy	18,343 +12,232	+200%	+$657K	0.21%	79
2022 Q1	$341K	Sell	6,111 -3,710	-38%	-$204K	0.07%	188
2021 Q4	$531K	Buy	9,821 +4,664	+90%	+$261K	0.11%	138
2021 Q3	$271K	Sell	5,157 -1,271	-20%	-$68.9K	0.06%	200
2021 Q2	$344K	Sell	6,428 -132	-2%	-$7.13K	0.08%	171
2021 Q1	$355K	Buy	6,560 +2,049	+45%	+$103K	0.09%	157
2020 Q4	$229K	Buy	+4,511	New	+$203K	0.06%	204
2020 Q1	–	Sell	-3,738	Closed	-$201K	–	179
2019 Q4	$201K	Buy	+3,738	New	+$198K	0.08%	148

Other funds holding XMLV

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

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

BCM

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

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

CPA

Capital Planning Advisors Roseville, California $692M AUM 21.81% 1-Year Est. Return

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

World Investment Advisors's XMLV Position: Q4 2022 in Review

World Investment Advisors sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q4 2022, closing a stake of 26,875 shares — an estimated $1.29M sold.

World Investment Advisors first reported a position in XMLV in Q4 2019 and held it in 9 quarters. The position peaked at $1.29M in Q3 2022. 198 funds tracked by Wall St. Rank hold XMLV as of Q4 2022.

World Investment Advisors reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q4 2022 after selling out during the quarter.
World Investment Advisors sold 26,875 Invesco S&P MidCap Low Volatility ETF shares in Q4 2022, an estimated $1.29M.
World Investment Advisors first reported a position in Invesco S&P MidCap Low Volatility ETF in Q4 2019 and held it in 9 quarters.
World Investment Advisors's Invesco S&P MidCap Low Volatility ETF position peaked at $1.29M in Q3 2022.
198 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q4 2022.

Based on World Investment Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.