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

Arete 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
2024
Q4 		– Sell
-4,294
Closed -$206K – 800
2024
Q3 		$206K Buy
+4,294
New +$200K 0.02% 648

Other funds holding XSLV

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
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
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
SWM
Sculati Wealth Management Bloomfield Hills, Michigan $271M AUM 17.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Arete Wealth Advisors's XSLV Position: Q4 2024 in Review

Arete Wealth Advisors sold out of Invesco S&P SmallCap Low Volatility ETF (XSLV) in Q4 2024, closing a stake of 4,294 shares — an estimated $206K sold.

Arete Wealth Advisors first reported a position in XSLV in Q3 2024 and held it in 1 quarter. The position peaked at $206K in Q3 2024. 120 funds tracked by Wall St. Rank hold XSLV as of Q4 2024.

  • Arete Wealth Advisors reported no remaining Invesco S&P SmallCap Low Volatility ETF position as of Q4 2024 after selling out during the quarter.
  • Arete Wealth Advisors sold 4,294 Invesco S&P SmallCap Low Volatility ETF shares in Q4 2024, an estimated $206K.
  • Arete Wealth Advisors first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q3 2024 and held it in 1 quarter.
  • Arete Wealth Advisors's Invesco S&P SmallCap Low Volatility ETF position peaked at $206K in Q3 2024.
  • 120 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q4 2024.

Based on Arete Wealth Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.