Certified Advisory Corp’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

Certified Advisory Corp’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	$156K	Sell	4,620 -18,277	-80%	-$607K	0.05%	196
2020 Q1	$759K	Buy	22,897 +8,353	+57%	+$381K	0.3%	84
2019 Q4	$740K	Buy	14,544 +5,486	+61%	+$274K	0.24%	97
2019 Q3	$443K	Buy	9,058 +6,200	+217%	+$299K	0.15%	116
2019 Q2	$137K	Buy	+2,858	New	+$136K	0.05%	199

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

Certified Advisory Corp's XSLV Position: Q2 2020 in Review

Certified Advisory Corp reduced its Invesco S&P SmallCap Low Volatility ETF (XSLV) stake by 80% in Q2 2020, selling an estimated $607K and leaving 4,620 shares worth $156K. The position accounts for 0.05% of the portfolio, ranked #196.

Certified Advisory Corp first reported a position in XSLV in Q2 2019 and has held it in 5 quarters since. The position peaked at $759K in Q1 2020. 172 funds tracked by Wall St. Rank hold XSLV as of Q2 2020.

Certified Advisory Corp held 4,620 shares of Invesco S&P SmallCap Low Volatility ETF worth $156K as of Q2 2020.
Certified Advisory Corp sold 18,277 Invesco S&P SmallCap Low Volatility ETF shares in Q2 2020, an estimated $607K.
Invesco S&P SmallCap Low Volatility ETF made up 0.05% of Certified Advisory Corp's portfolio in Q2 2020, its #196 holding.
Certified Advisory Corp first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q2 2019 and has held it in 5 quarters since.
Certified Advisory Corp's Invesco S&P SmallCap Low Volatility ETF position peaked at $759K in Q1 2020.
172 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q2 2020.

Based on Certified Advisory Corp's 13F filing for Q2 2020, filed 27 Jul 2020.