AAS
XRLV

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

Ameritas Advisory Services’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
2025
Q4 		– Sell
-443
Closed -$24.6K – 2140
2025
Q3 		$24.6K Hold
443
– – ﹤0.01% 1374
2025
Q2 		$24.4K Buy
+443
New +$24.3K ﹤0.01% 1655
2023
Q2 		– Sell
-443
Closed -$21K – 2564
2023
Q1 		$21K Buy
+443
New +$21K ﹤0.01% 1624

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MWM
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UCFA
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SWA
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DADC
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Janney Montgomery Scott
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