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Brinker Capital Investments’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

Brinker Capital Investments’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
Q1 		– Sell
-2
Closed – – 603
2017
Q4 		$0 Buy
+2
New +$93 ﹤0.01% 622

Other funds holding XSLV

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
KFA
Kays Financial Advisory Atlanta, Georgia $624M AUM 9.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Brinker Capital Investments's XSLV Position: Q1 2018 in Review

Brinker Capital Investments sold out of Invesco S&P SmallCap Low Volatility ETF (XSLV) in Q1 2018, closing a stake of 2 shares.

Brinker Capital Investments first reported a position in XSLV in Q4 2017 and held it in 1 quarter. The position peaked at $0 in Q4 2017. 116 funds tracked by Wall St. Rank hold XSLV as of Q1 2018.

  • Brinker Capital Investments reported no remaining Invesco S&P SmallCap Low Volatility ETF position as of Q1 2018 after selling out during the quarter.
  • Brinker Capital Investments sold 2 Invesco S&P SmallCap Low Volatility ETF shares in Q1 2018.
  • Brinker Capital Investments first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q4 2017 and held it in 1 quarter.
  • Brinker Capital Investments's Invesco S&P SmallCap Low Volatility ETF position peaked at $0 in Q4 2017.
  • 116 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q1 2018.

Based on Brinker Capital Investments's 13F filing for Q1 2018, filed 15 May 2018.