BTIS
XRLV

BB&T Investment Services’s Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF XRLV Stock Holding History

BB&T Investment 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
2017
Q1 		– Sell
-501
Closed -$14K – 1119
2016
Q4 		$14K Buy
+501
New +$13.8K 0.01% 484

Other funds holding XRLV

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
OAM
Occidental Asset Management Burlingame, California $1.01B AUM 29.59% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

BB&T Investment Services's XRLV Position: Q1 2017 in Review

BB&T Investment Services sold out of Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF (XRLV) in Q1 2017, closing a stake of 501 shares — an estimated $14K sold.

BB&T Investment Services first reported a position in XRLV in Q4 2016 and held it in 1 quarter. The position peaked at $14K in Q4 2016. 21 funds tracked by Wall St. Rank hold XRLV as of Q1 2017.

  • BB&T Investment Services reported no remaining Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF position as of Q1 2017 after selling out during the quarter.
  • BB&T Investment Services sold 501 Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF shares in Q1 2017, an estimated $14K.
  • BB&T Investment Services first reported a position in Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF in Q4 2016 and held it in 1 quarter.
  • BB&T Investment Services's Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF position peaked at $14K in Q4 2016.
  • 21 funds tracked by Wall St. Rank held Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF as of Q1 2017.

Based on BB&T Investment Services's 13F filing for Q1 2017, filed 17 Aug 2017.