Cedar Brook Financial Partners’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

Cedar Brook Financial Partners’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	-9,287	Closed	-$314K	–	308
2020 Q2	$314K	Sell	9,287 -4,925	-35%	-$164K	0.14%	181
2020 Q1	$471K	Buy	14,212 +531	+4%	+$24.2K	0.26%	114
2019 Q4	$696K	Buy	13,681 +835	+7%	+$41.8K	0.3%	96
2019 Q3	$628K	Buy	12,846 +1,718	+15%	+$82.9K	0.28%	111
2019 Q2	$534K	Buy	11,128 +3,833	+53%	+$183K	0.25%	130
2019 Q1	$342K	Buy	7,295 +1,975	+37%	+$91.7K	0.17%	184
2018 Q4	$227K	Buy	+5,320	New	+$245K	0.14%	205

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

Cedar Brook Financial Partners's XSLV Position: Q3 2020 in Review

Cedar Brook Financial Partners sold out of Invesco S&P SmallCap Low Volatility ETF (XSLV) in Q3 2020, closing a stake of 9,287 shares — an estimated $314K sold.

Cedar Brook Financial Partners first reported a position in XSLV in Q4 2018 and held it in 7 quarters. The position peaked at $696K in Q4 2019. 160 funds tracked by Wall St. Rank hold XSLV as of Q3 2020.

Cedar Brook Financial Partners reported no remaining Invesco S&P SmallCap Low Volatility ETF position as of Q3 2020 after selling out during the quarter.
Cedar Brook Financial Partners sold 9,287 Invesco S&P SmallCap Low Volatility ETF shares in Q3 2020, an estimated $314K.
Cedar Brook Financial Partners first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q4 2018 and held it in 7 quarters.
Cedar Brook Financial Partners's Invesco S&P SmallCap Low Volatility ETF position peaked at $696K in Q4 2019.
160 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q3 2020.

Based on Cedar Brook Financial Partners's 13F filing for Q3 2020, filed 9 Nov 2020.