AssetMark Inc
XSLV icon

AssetMark Inc’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

AssetMark Inc’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
2025
Q1 		– Sell
-45
Closed -$2.13K – 2779
2024
Q4 		$2.13K Buy
+45
New +$2.2K ﹤0.01% 2110

Other funds holding XSLV

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc's XSLV Position: Q1 2025 in Review

AssetMark Inc sold out of Invesco S&P SmallCap Low Volatility ETF (XSLV) in Q1 2025, closing a stake of 45 shares — an estimated $2.13K sold.

AssetMark Inc first reported a position in XSLV in Q4 2024 and held it in 1 quarter. The position peaked at $2.13K in Q4 2024. 113 funds tracked by Wall St. Rank hold XSLV as of Q1 2025.

  • AssetMark Inc reported no remaining Invesco S&P SmallCap Low Volatility ETF position as of Q1 2025 after selling out during the quarter.
  • AssetMark Inc sold 45 Invesco S&P SmallCap Low Volatility ETF shares in Q1 2025, an estimated $2.13K.
  • AssetMark Inc first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q4 2024 and held it in 1 quarter.
  • AssetMark Inc's Invesco S&P SmallCap Low Volatility ETF position peaked at $2.13K in Q4 2024.
  • 113 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q1 2025.

Based on AssetMark Inc's 13F filing for Q1 2025, filed 6 May 2025.