CONA
XSLV icon

Capital One National Association’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

Capital One National Association’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
2019
Q4 		$6.45M Buy
+126,852
New +$6.35M 0.85% 26

Other funds holding XSLV

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Capital One National Association's XSLV Position: Q4 2019 in Review

Capital One National Association opened a new position in Invesco S&P SmallCap Low Volatility ETF (XSLV) in Q4 2019: 126,852 shares worth $6.45M. The stake represents 0.85% of the portfolio and ranks #26 among its holdings.

226 funds tracked by Wall St. Rank hold XSLV as of Q4 2019.

  • Capital One National Association held 126,852 shares of Invesco S&P SmallCap Low Volatility ETF worth $6.45M as of Q4 2019.
  • Invesco S&P SmallCap Low Volatility ETF was a new Capital One National Association position in Q4 2019.
  • Invesco S&P SmallCap Low Volatility ETF made up 0.85% of Capital One National Association's portfolio in Q4 2019, its #26 holding.
  • 226 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q4 2019.

Based on Capital One National Association's 13F filing for Q4 2019, filed 11 Feb 2020.