Atria Wealth Solutions’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

Atria Wealth Solutions’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	-5,382	Closed	-$259K	–	2105
2024 Q3	$259K	Sell	5,382 -370	-6%	-$17.2K	﹤0.01%	1602
2024 Q2	$251K	Buy	5,752 +534	+10%	+$23.1K	﹤0.01%	1614
2024 Q1	$231K	Sell	5,218 -267	-5%	-$11.5K	﹤0.01%	1726
2023 Q4	$242K	Sell	5,485 -953	-15%	-$38.8K	﹤0.01%	1655
2023 Q3	$254K	Buy	6,438 +3	+0%	+$123	﹤0.01%	1524
2023 Q2	$256K	Buy	6,435 +254	+4%	+$10.3K	﹤0.01%	1538
2023 Q1	$262K	Buy	6,181 +350	+6%	+$15.9K	﹤0.01%	1501
2022 Q4	$260K	Sell	5,831 -7,210	-55%	-$323K	﹤0.01%	1438
2022 Q3	$529K	Sell	13,041 -826	-6%	-$37.5K	0.01%	989
2022 Q2	$617K	Sell	13,867 -388	-3%	-$17.8K	0.01%	876
2022 Q1	$699K	Buy	+14,255	New	+$699K	0.01%	895

Other funds holding XSLV

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Atria Wealth Solutions's XSLV Position: Q4 2024 in Review

Atria Wealth Solutions sold out of Invesco S&P SmallCap Low Volatility ETF (XSLV) in Q4 2024, closing a stake of 5,382 shares — an estimated $259K sold.

Atria Wealth Solutions first reported a position in XSLV in Q1 2022 and held it in 11 quarters. The position peaked at $699K in Q1 2022. 120 funds tracked by Wall St. Rank hold XSLV as of Q4 2024.

Atria Wealth Solutions reported no remaining Invesco S&P SmallCap Low Volatility ETF position as of Q4 2024 after selling out during the quarter.
Atria Wealth Solutions sold 5,382 Invesco S&P SmallCap Low Volatility ETF shares in Q4 2024, an estimated $259K.
Atria Wealth Solutions first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q1 2022 and held it in 11 quarters.
Atria Wealth Solutions's Invesco S&P SmallCap Low Volatility ETF position peaked at $699K in Q1 2022.
120 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q4 2024.

Based on Atria Wealth Solutions's 13F filing for Q4 2024, filed 31 Jan 2025.