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

Bay Colony 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
Q3 		– Sell
-543
Closed -$26K – 922
2018
Q2 		$26K Buy
+543
New +$25.5K 0.02% 481

Other funds holding XSLV

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Bay Colony Advisors's XSLV Position: Q3 2018 in Review

Bay Colony Advisors sold out of Invesco S&P SmallCap Low Volatility ETF (XSLV) in Q3 2018, closing a stake of 543 shares — an estimated $26K sold.

Bay Colony Advisors first reported a position in XSLV in Q2 2018 and held it in 1 quarter. The position peaked at $26K in Q2 2018. 134 funds tracked by Wall St. Rank hold XSLV as of Q3 2018.

  • Bay Colony Advisors reported no remaining Invesco S&P SmallCap Low Volatility ETF position as of Q3 2018 after selling out during the quarter.
  • Bay Colony Advisors sold 543 Invesco S&P SmallCap Low Volatility ETF shares in Q3 2018, an estimated $26K.
  • Bay Colony Advisors first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q2 2018 and held it in 1 quarter.
  • Bay Colony Advisors's Invesco S&P SmallCap Low Volatility ETF position peaked at $26K in Q2 2018.
  • 134 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q3 2018.

Based on Bay Colony Advisors's 13F filing for Q3 2018, filed 5 Nov 2018.