20/20 Capital Management’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

20/20 Capital Management’s Portfolio XSLV Stock Details XSLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-83,131	Closed	-$2.76M	–	177
2020 Q3	$2.76M	Sell	83,131 -8,103	-9%	-$279K	1.04%	23
2020 Q2	$3.29M	Sell	91,234 -57,597	-39%	-$1.91M	1.27%	21
2020 Q1	$4.87M	Buy	148,831 +8,591	+6%	+$391K	2.19%	13
2019 Q4	$7.15M	Buy	+140,240	New	+$7.01M	2.88%	10

Other funds holding XSLV

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

AWM

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

AFA

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

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

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

BCM

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

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

20/20 Capital Management's XSLV Position: Q4 2020 in Review

20/20 Capital Management sold out of Invesco S&P SmallCap Low Volatility ETF (XSLV) in Q4 2020, closing a stake of 83,131 shares — an estimated $2.76M sold.

20/20 Capital Management first reported a position in XSLV in Q4 2019 and held it in 4 quarters. The position peaked at $7.15M in Q4 2019. 166 funds tracked by Wall St. Rank hold XSLV as of Q4 2020.

20/20 Capital Management reported no remaining Invesco S&P SmallCap Low Volatility ETF position as of Q4 2020 after selling out during the quarter.
20/20 Capital Management sold 83,131 Invesco S&P SmallCap Low Volatility ETF shares in Q4 2020, an estimated $2.76M.
20/20 Capital Management first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q4 2019 and held it in 4 quarters.
20/20 Capital Management's Invesco S&P SmallCap Low Volatility ETF position peaked at $7.15M in Q4 2019.
166 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q4 2020.

Based on 20/20 Capital Management's 13F filing for Q4 2020, filed 3 Feb 2021.