Ameriprise
XRLV

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

Ameriprise’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
2022
Q4 		– Sell
-7,065
Closed -$309K – 4060
2022
Q3 		$309K Buy
+7,065
New +$335K ﹤0.01% 3574
2018
Q4 		– Sell
-100,524
Closed -$3.65M – 3779
2018
Q3 		$3.65M Buy
+100,524
New +$3.58M ﹤0.01% 2547

Other funds holding XRLV

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AF
Apexium Financial Dallas, Texas $2.06B AUM 15.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.24B AUM 20.11% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return