BF
XRLV

BOK Financial’s Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF XRLV Stock Holding History

BOK Financial’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
Q4 		– Sell
-223
Closed -$7K – 1138
2017
Q3 		$7K Buy
+223
New +$6.93K ﹤0.01% 1101

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
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BOK Financial's XRLV Position: Q4 2017 in Review

BOK Financial sold out of Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF (XRLV) in Q4 2017, closing a stake of 223 shares — an estimated $7K sold.

BOK Financial first reported a position in XRLV in Q3 2017 and held it in 1 quarter. The position peaked at $7K in Q3 2017. 22 funds tracked by Wall St. Rank hold XRLV as of Q4 2017.

  • BOK Financial reported no remaining Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF position as of Q4 2017 after selling out during the quarter.
  • BOK Financial sold 223 Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF shares in Q4 2017, an estimated $7K.
  • BOK Financial first reported a position in Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF in Q3 2017 and held it in 1 quarter.
  • BOK Financial's Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF position peaked at $7K in Q3 2017.
  • 22 funds tracked by Wall St. Rank held Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF as of Q4 2017.

Based on BOK Financial's 13F filing for Q4 2017, filed 14 Feb 2018.