AIM
XRLV

Advantage Investment Management’s Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF XRLV Stock Holding History

Advantage Investment Management’s Portfolio XRLV Stock Details XRLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-225
Closed -$7K – 1124
2017
Q1 		$7K Buy
+225
New +$6.51K ﹤0.01% 763

Other funds holding XRLV

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
OAM
Occidental Asset Management Burlingame, California $844M AUM 20.95% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 16.21% 1-Year Est. Return

Advantage Investment Management's XRLV Position: Q2 2017 in Review

Advantage Investment Management sold out of Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF (XRLV) in Q2 2017, closing a stake of 225 shares — an estimated $7K sold.

Advantage Investment Management first reported a position in XRLV in Q1 2017 and held it in 1 quarter. The position peaked at $7K in Q1 2017. 18 funds tracked by Wall St. Rank hold XRLV as of Q2 2017.

  • Advantage Investment Management reported no remaining Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF position as of Q2 2017 after selling out during the quarter.
  • Advantage Investment Management sold 225 Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF shares in Q2 2017, an estimated $7K.
  • Advantage Investment Management first reported a position in Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF in Q1 2017 and held it in 1 quarter.
  • Advantage Investment Management's Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF position peaked at $7K in Q1 2017.
  • 18 funds tracked by Wall St. Rank held Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF as of Q2 2017.

Based on Advantage Investment Management's 13F filing for Q2 2017, filed 14 Aug 2017.