Cascadia Advisory Services’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

Cascadia Advisory Services’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 Q3	–	Sell	-11,040	Closed	-$457K	–	224
2020 Q2	$457K	Buy	+11,040	New	+$367K	0.14%	121

Other funds holding XSLV

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

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

Cascadia Advisory Services's XSLV Position: Q3 2020 in Review

Cascadia Advisory Services sold out of Invesco S&P SmallCap Low Volatility ETF (XSLV) in Q3 2020, closing a stake of 11,040 shares — an estimated $457K sold.

Cascadia Advisory Services first reported a position in XSLV in Q2 2020 and held it in 1 quarter. The position peaked at $457K in Q2 2020. 160 funds tracked by Wall St. Rank hold XSLV as of Q3 2020.

Cascadia Advisory Services reported no remaining Invesco S&P SmallCap Low Volatility ETF position as of Q3 2020 after selling out during the quarter.
Cascadia Advisory Services sold 11,040 Invesco S&P SmallCap Low Volatility ETF shares in Q3 2020, an estimated $457K.
Cascadia Advisory Services first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q2 2020 and held it in 1 quarter.
Cascadia Advisory Services's Invesco S&P SmallCap Low Volatility ETF position peaked at $457K in Q2 2020.
160 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q3 2020.

Based on Cascadia Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.