ACM
XRLV

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

Allred Capital 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
2020
Q1 		– Sell
-2,296
Closed -$94.6K – 740
2019
Q4 		$94.6K Buy
+2,296
New +$91.6K 0.05% 220

Other funds holding XRLV

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SVCP
Silicon Valley Capital Partners San Jose, California $1.02B AUM 21.85% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
AF
Apexium Financial Dallas, Texas $2.06B AUM 15.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $819M AUM 41.44% 1-Year Est. Return

Allred Capital Management's XRLV Position: Q1 2020 in Review

Allred Capital Management sold out of Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF (XRLV) in Q1 2020, closing a stake of 2,296 shares — an estimated $94.6K sold.

Allred Capital Management first reported a position in XRLV in Q4 2019 and held it in 1 quarter. The position peaked at $94.6K in Q4 2019. 38 funds tracked by Wall St. Rank hold XRLV as of Q1 2020.

  • Allred Capital Management reported no remaining Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF position as of Q1 2020 after selling out during the quarter.
  • Allred Capital Management sold 2,296 Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF shares in Q1 2020, an estimated $94.6K.
  • Allred Capital Management first reported a position in Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF in Q4 2019 and held it in 1 quarter.
  • Allred Capital Management's Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF position peaked at $94.6K in Q4 2019.
  • 38 funds tracked by Wall St. Rank held Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF as of Q1 2020.

Based on Allred Capital Management's 13F filing for Q1 2020, filed 17 Apr 2020.