Buckingham Strategic Wealth’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

Buckingham Strategic Wealth’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 Q2	–	Sell	-8,014	Closed	-$266K	–	486
2020 Q1	$266K	Sell	8,014 -915	-10%	-$41.7K	0.03%	367
2019 Q4	$454K	Buy	8,929 +49	+0.6%	+$2.45K	0.04%	262
2019 Q3	$434K	Hold	8,880	–	–	0.05%	260
2019 Q2	$426K	Hold	8,880	–	–	0.05%	270
2019 Q1	$417K	Hold	8,880	–	–	0.05%	257
2018 Q4	$379K	Buy	8,880 +1,455	+20%	+$67.1K	0.06%	232
2018 Q3	$367K	Hold	7,425	–	–	0.06%	240
2018 Q2	$359K	Hold	7,425	–	–	0.06%	236
2018 Q1	$334K	Buy	7,425 +925	+14%	+$41.9K	0.07%	222
2017 Q4	$301K	Buy	+6,500	New	+$303K	0.06%	238

Other funds holding XSLV

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AFA

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Buckingham Strategic Wealth's XSLV Position: Q2 2020 in Review

Buckingham Strategic Wealth sold out of Invesco S&P SmallCap Low Volatility ETF (XSLV) in Q2 2020, closing a stake of 8,014 shares — an estimated $266K sold.

Buckingham Strategic Wealth first reported a position in XSLV in Q4 2017 and held it in 10 quarters. The position peaked at $454K in Q4 2019. 172 funds tracked by Wall St. Rank hold XSLV as of Q2 2020.

Buckingham Strategic Wealth reported no remaining Invesco S&P SmallCap Low Volatility ETF position as of Q2 2020 after selling out during the quarter.
Buckingham Strategic Wealth sold 8,014 Invesco S&P SmallCap Low Volatility ETF shares in Q2 2020, an estimated $266K.
Buckingham Strategic Wealth first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q4 2017 and held it in 10 quarters.
Buckingham Strategic Wealth's Invesco S&P SmallCap Low Volatility ETF position peaked at $454K in Q4 2019.
172 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q2 2020.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2020, filed 3 Aug 2020.