AAS
XRLV

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

Avantax 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
2023
Q1 		– Sell
-6,680
Closed -$325K – 1551
2022
Q4 		$325K Buy
+6,680
New +$315K ﹤0.01% 1067

Other funds holding XRLV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
AF
Apexium Financial Dallas, Texas $2.06B AUM 15.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Avantax Advisory Services's XRLV Position: Q1 2023 in Review

Avantax Advisory Services sold out of Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF (XRLV) in Q1 2023, closing a stake of 6,680 shares — an estimated $325K sold.

Avantax Advisory Services first reported a position in XRLV in Q4 2022 and held it in 1 quarter. The position peaked at $325K in Q4 2022. 31 funds tracked by Wall St. Rank hold XRLV as of Q1 2023.

  • Avantax Advisory Services reported no remaining Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF position as of Q1 2023 after selling out during the quarter.
  • Avantax Advisory Services sold 6,680 Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF shares in Q1 2023, an estimated $325K.
  • Avantax Advisory Services first reported a position in Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF in Q4 2022 and held it in 1 quarter.
  • Avantax Advisory Services's Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF position peaked at $325K in Q4 2022.
  • 31 funds tracked by Wall St. Rank held Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF as of Q1 2023.

Based on Avantax Advisory Services's 13F filing for Q1 2023, filed 28 Apr 2023.