AFA
American Financial Advisors’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $430K | Sell |
9,447
-458
| -5% | -$20.9K | 0.06% | 102 |
|
|
2025
Q1 | $457K | Sell |
9,905
-354
| -3% | -$16.3K | 0.07% | 85 |
|
|
2024
Q4 | $484K | Sell |
10,259
-317
| -3% | -$15K | 0.07% | 80 |
|
|
2024
Q3 | $509K | Sell |
10,576
-238
| -2% | -$11.5K | 0.07% | 81 |
|
|
2024
Q2 | $472K | Sell |
10,814
-1,937
| -15% | -$84.6K | 0.07% | 80 |
|
|
2024
Q1 | $564K | Sell |
12,751
-1,115
| -8% | -$49.3K | 0.08% | 76 |
|
|
2023
Q4 | $612K | Sell |
13,866
-1,898
| -12% | -$83.8K | 0.09% | 71 |
|
|
2023
Q3 | $622K | Sell |
15,764
-161
| -1% | -$6.35K | 0.1% | 72 |
|
|
2023
Q2 | $634K | Sell |
15,925
-828
| -5% | -$33K | 0.1% | 72 |
|
|
2023
Q1 | $709K | Sell |
16,753
-270
| -2% | -$11.4K | 0.12% | 68 |
|
|
2022
Q4 | $760K | Sell |
17,023
-914
| -5% | -$40.8K | 0.13% | 62 |
|
|
2022
Q3 | $728K | Buy |
+17,937
| New | +$728K | 0.13% | 63 |
|
|
2022
Q2 | – | Sell |
-20,571
| Closed | -$1.01M | – | 133 |
|
|
2022
Q1 | $1.01M | Sell |
20,571
-2,954
| -13% | -$145K | 0.14% | 59 |
|
|
2021
Q4 | $1.23M | Sell |
23,525
-6,026
| -20% | -$314K | 0.16% | 55 |
|
|
2021
Q3 | $1.39M | Sell |
29,551
-10,479
| -26% | -$494K | 0.19% | 49 |
|
|
2021
Q2 | $1.88M | Sell |
40,030
-46,166
| -54% | -$2.16M | 0.26% | 43 |
|
|
2021
Q1 | $3.96M | Sell |
86,196
-512,485
| -86% | -$23.5M | 0.59% | 31 |
|
|
2020
Q4 | $24.4M | Sell |
598,681
-8,694
| -1% | -$354K | 3.48% | 8 |
|
|
2020
Q3 | $20.2M | Sell |
607,375
-18,526
| -3% | -$615K | 3.28% | 9 |
|
|
2020
Q2 | $21.2M | Buy |
625,901
+54,698
| +10% | +$1.85M | 3.39% | 9 |
|
|
2020
Q1 | $19.3M | Buy |
+571,203
| New | +$19.3M | 3.46% | 9 |
|