AWS
XRLV

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

Atria Wealth Solutions’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
2023
Q4 		– Sell
-6,330
Closed -$282K – 2034
2023
Q3 		$282K Hold
6,330
– – ﹤0.01% 1456
2023
Q2 		$302K Hold
6,330
– – ﹤0.01% 1434
2023
Q1 		$300K Hold
6,330
– – ﹤0.01% 1415
2022
Q4 		$308K Hold
6,330
– – ﹤0.01% 1348
2022
Q3 		$277K Hold
6,330
– – ﹤0.01% 1348
2022
Q2 		$293K Sell
6,330
-1,000
-14% -$48.4K 0.01% 1224
2022
Q1 		$370K Buy
+7,330
New +$361K 0.01% 1214

Other funds holding XRLV

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 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
MWM
MGB Wealth Management Addison, Texas $350M AUM 42.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return