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Centaurus Financial’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

Centaurus Financial’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
Q3 		– Sell
-8,107
Closed -$389K – 600
2019
Q2 		$389K Buy
8,107
+7,852
+3,079% +$374K 0.06% 315
2019
Q1 		$5.44K Buy
255
+73
+40% +$3.39K 0.03% 334
2018
Q4 		$4 Buy
182
+160
+727% +$7.38K 0.03% 338
2018
Q3 		$1.09K Sell
22
-2,325
-99% -$116K 0.2% 123
2018
Q2 		$113K Buy
+2,347
New +$110K 0.02% 675

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Centaurus Financial's XSLV Position: Q3 2019 in Review

Centaurus Financial sold out of Invesco S&P SmallCap Low Volatility ETF (XSLV) in Q3 2019, closing a stake of 8,107 shares — an estimated $389K sold.

Centaurus Financial first reported a position in XSLV in Q2 2018 and held it in 5 quarters. The position peaked at $389K in Q2 2019. 182 funds tracked by Wall St. Rank hold XSLV as of Q3 2019.

  • Centaurus Financial reported no remaining Invesco S&P SmallCap Low Volatility ETF position as of Q3 2019 after selling out during the quarter.
  • Centaurus Financial sold 8,107 Invesco S&P SmallCap Low Volatility ETF shares in Q3 2019, an estimated $389K.
  • Centaurus Financial first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q2 2018 and held it in 5 quarters.
  • Centaurus Financial's Invesco S&P SmallCap Low Volatility ETF position peaked at $389K in Q2 2019.
  • 182 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q3 2019.

Based on Centaurus Financial's 13F filing for Q3 2019, filed 12 Nov 2019.