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

Beam Wealth 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
2020
Q4 		– Sell
-29,340
Closed -$974K – 146
2020
Q3 		$974K Buy
29,340
+190
+0.7% +$6.54K 0.91% 35
2020
Q2 		$977K Sell
29,150
-1,452
-5% -$48.2K 0.98% 32
2020
Q1 		$1.01M Buy
30,602
+22,983
+302% +$1.05M 1% 29
2019
Q4 		$388K Buy
+7,619
New +$381K 0.36% 89

Other funds holding XSLV

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 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
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Beam Wealth Advisors's XSLV Position: Q4 2020 in Review

Beam Wealth Advisors sold out of Invesco S&P SmallCap Low Volatility ETF (XSLV) in Q4 2020, closing a stake of 29,340 shares — an estimated $974K sold.

Beam Wealth Advisors first reported a position in XSLV in Q4 2019 and held it in 4 quarters. The position peaked at $1.01M in Q1 2020. 166 funds tracked by Wall St. Rank hold XSLV as of Q4 2020.

  • Beam Wealth Advisors reported no remaining Invesco S&P SmallCap Low Volatility ETF position as of Q4 2020 after selling out during the quarter.
  • Beam Wealth Advisors sold 29,340 Invesco S&P SmallCap Low Volatility ETF shares in Q4 2020, an estimated $974K.
  • Beam Wealth Advisors first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q4 2019 and held it in 4 quarters.
  • Beam Wealth Advisors's Invesco S&P SmallCap Low Volatility ETF position peaked at $1.01M in Q1 2020.
  • 166 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q4 2020.

Based on Beam Wealth Advisors's 13F filing for Q4 2020, filed 26 Jan 2021.