PFS Partners, LLC XMLV Holdings History
PFS Partners, LLC's Invesco S&P MidCap Low Volatility ETF Holding Summary
As of 2025-06-30, PFS Partners, LLC held 128,846.00 shares of Invesco S&P MidCap Low Volatility ETF(XMLV), totaling $7.95 Mil. This investment constitutes 4% of their stock portfolio, and PFS Partners, LLC now holds 0.98% of the outstanding Invesco S&P MidCap Low Volatility ETF(XMLV) stock.
The initial trade took place in 2021Q4. And since then PFS Partners, LLC has made 11 purchases of XMLV, at an average price of $55.70, for a total of 158,370.00 shares. In addition, there have been 3 sales at an average price of $52.85 for 29,524.00 shares. Based on historical transaction data and XMLV's current price of $62.26, PFS Partners, LLC's estimated gain on his XMLV holdings is $761,687.17, reflecting a 8.64% gain to date.
PFS Partners, LLC XMLV ($62.26) Holding Chart
PFS Partners, LLC XMLV ($62.26) 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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