AF
XSLV icon

Advisornet Financial’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

Advisornet Financial’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
2024
Q4 		– Sell
-55
Closed -$2.65K – 2286
2024
Q3 		$2.65K Hold
55
– – ﹤0.01% 1703
2024
Q2 		$2.4K Hold
55
– – ﹤0.01% 1596
2024
Q1 		$2.43K Hold
55
– – ﹤0.01% 1567
2023
Q4 		$2.43K Sell
55
-34
-38% -$1.38K ﹤0.01% 1660
2023
Q3 		$3.51K Hold
89
– – ﹤0.01% 1504
2023
Q2 		$3.54K Sell
89
-416
-82% -$16.8K ﹤0.01% 1582
2023
Q1 		$21.4K Buy
505
+261
+107% +$11.8K ﹤0.01% 1054
2022
Q4 		$10.9K Sell
244
-17
-7% -$761 ﹤0.01% 1268
2022
Q3 		$11K Sell
261
-837
-76% -$38K ﹤0.01% 1320
2022
Q2 		$49K Sell
1,098
-103
-9% -$4.73K ﹤0.01% 874
2022
Q1 		$59K Buy
1,201
+945
+369% +$46.4K ﹤0.01% 912
2021
Q4 		$13K Buy
256
+1
+0.4% +$50 ﹤0.01% 1422
2021
Q3 		$12K Hold
255
– – ﹤0.01% 1411
2021
Q2 		$12K Buy
255
+1
+0.4% +$47 ﹤0.01% 1379
2021
Q1 		$12K Buy
254
+96
+61% +$4.26K ﹤0.01% 1331
2020
Q4 		$6K Buy
158
+1
+0.6% +$37 ﹤0.01% 1425
2020
Q3 		$5K Buy
157
+1
+0.6% +$34 ﹤0.01% 1443
2020
Q2 		$5K Buy
156
+2
+1% +$66 ﹤0.01% 1472
2020
Q1 		$5K Buy
154
+2
+1% +$91 ﹤0.01% 1450
2019
Q4 		$8K Sell
152
-1,915
-93% -$95.8K ﹤0.01% 1450
2019
Q3 		$101K Sell
2,067
-882
-30% -$42.5K 0.01% 672
2019
Q2 		$141K Buy
2,949
+1,030
+54% +$49.1K 0.02% 519
2019
Q1 		$90K Buy
1,919
+772
+67% +$35.8K 0.01% 581
2018
Q4 		$49K Buy
1,147
+709
+162% +$32.7K 0.01% 693
2018
Q3 		$22K Buy
+438
New +$21.9K ﹤0.01% 938

Other funds holding XSLV

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
SWM
Sculati Wealth Management Bloomfield Hills, Michigan $271M AUM 17.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $17.9B AUM 21.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Advisornet Financial's XSLV Position: Q4 2024 in Review

Advisornet Financial sold out of Invesco S&P SmallCap Low Volatility ETF (XSLV) in Q4 2024, closing a stake of 55 shares — an estimated $2.65K sold.

Advisornet Financial first reported a position in XSLV in Q3 2018 and held it in 25 quarters. The position peaked at $141K in Q2 2019. 120 funds tracked by Wall St. Rank hold XSLV as of Q4 2024.

  • Advisornet Financial reported no remaining Invesco S&P SmallCap Low Volatility ETF position as of Q4 2024 after selling out during the quarter.
  • Advisornet Financial sold 55 Invesco S&P SmallCap Low Volatility ETF shares in Q4 2024, an estimated $2.65K.
  • Advisornet Financial first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q3 2018 and held it in 25 quarters.
  • Advisornet Financial's Invesco S&P SmallCap Low Volatility ETF position peaked at $141K in Q2 2019.
  • 120 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q4 2024.

Based on Advisornet Financial's 13F filing for Q4 2024, filed 13 Jan 2025.