JFS WEALTH ADVISORS, LLC XMLV Holdings History
JFS WEALTH ADVISORS, LLC's Invesco S&P MidCap Low Volatility ETF Holding Summary
As of 2025-03-31, JFS WEALTH ADVISORS, LLC held 20,890.00 shares of Invesco S&P MidCap Low Volatility ETF(XMLV), totaling $1.29 Mil. This investment constitutes 0.09% of their stock portfolio, and JFS WEALTH ADVISORS, LLC now holds 0.16% of the outstanding Invesco S&P MidCap Low Volatility ETF(XMLV) stock.
The initial trade took place in 2019Q4. And since then JFS WEALTH ADVISORS, LLC has made 5 purchases of XMLV, at an average price of $42.68, for a total of 261,246.00 shares. In addition, there have been 16 sales at an average price of $53.31 for 240,356.00 shares. Based on historical transaction data and XMLV's current price of $61.68, JFS WEALTH ADVISORS, LLC's estimated gain on his XMLV holdings is $2.95 Mil, reflecting a 26.47% gain to date.
JFS WEALTH ADVISORS, LLC XMLV ($61.68) Holding Chart
JFS WEALTH ADVISORS, LLC XMLV ($61.68) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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