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Avantax Planning Partners’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-333
Closed -$16K – 1227
2018
Q3 		$16K Buy
+333
New +$16.7K ﹤0.01% 764

Other funds holding XSLV

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EWM
Executive Wealth Management Brighton, Michigan $1.28B AUM 16.54% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Avantax Planning Partners's XSLV Position: Q4 2018 in Review

Avantax Planning Partners sold out of Invesco S&P SmallCap Low Volatility ETF (XSLV) in Q4 2018, closing a stake of 333 shares — an estimated $16K sold.

Avantax Planning Partners first reported a position in XSLV in Q3 2018 and held it in 1 quarter. The position peaked at $16K in Q3 2018. 150 funds tracked by Wall St. Rank hold XSLV as of Q4 2018.

  • Avantax Planning Partners reported no remaining Invesco S&P SmallCap Low Volatility ETF position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 333 Invesco S&P SmallCap Low Volatility ETF shares in Q4 2018, an estimated $16K.
  • Avantax Planning Partners first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q3 2018 and held it in 1 quarter.
  • Avantax Planning Partners's Invesco S&P SmallCap Low Volatility ETF position peaked at $16K in Q3 2018.
  • 150 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.