Alta Wealth Advisors’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

Alta Wealth Advisors’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
2023 Q3	–	Sell	-5,347	Closed	-$213K	–	137
2023 Q2	$213K	Hold	5,347	–	–	0.13%	129
2023 Q1	$226K	Sell	5,347 -127	-2%	-$5.76K	0.14%	133
2022 Q4	$244K	Hold	5,474	–	–	0.17%	130
2022 Q3	$222K	Hold	5,474	–	–	0.16%	127
2022 Q2	$243K	Hold	5,474	–	–	0.17%	126
2022 Q1	$268K	Hold	5,474	–	–	0.16%	131
2021 Q4	$285K	Hold	5,474	–	–	0.18%	129
2021 Q3	$258K	Hold	5,474	–	–	0.19%	129
2021 Q2	$257K	Sell	5,474 -476	-8%	-$22.3K	0.19%	131
2021 Q1	$273K	Hold	5,950	–	–	0.23%	122
2020 Q4	$242K	Buy	+5,950	New	+$222K	0.2%	126

Other funds holding XSLV

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

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

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

ACM

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Alta Wealth Advisors's XSLV Position: Q3 2023 in Review

Alta Wealth Advisors sold out of Invesco S&P SmallCap Low Volatility ETF (XSLV) in Q3 2023, closing a stake of 5,347 shares — an estimated $213K sold.

Alta Wealth Advisors first reported a position in XSLV in Q4 2020 and held it in 11 quarters. The position peaked at $285K in Q4 2021. 133 funds tracked by Wall St. Rank hold XSLV as of Q3 2023.

Alta Wealth Advisors reported no remaining Invesco S&P SmallCap Low Volatility ETF position as of Q3 2023 after selling out during the quarter.
Alta Wealth Advisors sold 5,347 Invesco S&P SmallCap Low Volatility ETF shares in Q3 2023, an estimated $213K.
Alta Wealth Advisors first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q4 2020 and held it in 11 quarters.
Alta Wealth Advisors's Invesco S&P SmallCap Low Volatility ETF position peaked at $285K in Q4 2021.
133 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q3 2023.

Based on Alta Wealth Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.