Ballew Advisors’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

Ballew Advisors’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	-729	Closed	-$33K	–	450
2018 Q3	$33K	Buy	729 +5	+0.7%	+$250	0.03%	195
2018 Q2	$35K	Buy	724 +3	+0.4%	+$141	0.04%	188
2018 Q1	$32K	Buy	+721	New	+$32.7K	0.03%	203

Other funds holding XSLV

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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 Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Ballew Advisors's XSLV Position: Q4 2018 in Review

Ballew Advisors sold out of Invesco S&P SmallCap Low Volatility ETF (XSLV) in Q4 2018, closing a stake of 729 shares — an estimated $33K sold.

Ballew Advisors first reported a position in XSLV in Q1 2018 and held it in 3 quarters. The position peaked at $35K in Q2 2018. 150 funds tracked by Wall St. Rank hold XSLV as of Q4 2018.

Ballew Advisors reported no remaining Invesco S&P SmallCap Low Volatility ETF position as of Q4 2018 after selling out during the quarter.
Ballew Advisors sold 729 Invesco S&P SmallCap Low Volatility ETF shares in Q4 2018, an estimated $33K.
Ballew Advisors first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q1 2018 and held it in 3 quarters.
Ballew Advisors's Invesco S&P SmallCap Low Volatility ETF position peaked at $35K in Q2 2018.
150 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q4 2018.

Based on Ballew Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.