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Chris Bulman’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

Chris Bulman’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
2024
Q3 		– Sell
-2,628
Closed -$115K – 393
2024
Q2 		$115K Buy
+2,628
New +$114K 0.08% 128

Other funds holding XSLV

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PPA
Painted Porch Advisors Santa Barbara, California $210M AUM 10.47% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
SWM
Sculati Wealth Management Bloomfield Hills, Michigan $271M AUM 17.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Chris Bulman's XSLV Position: Q3 2024 in Review

Chris Bulman sold out of Invesco S&P SmallCap Low Volatility ETF (XSLV) in Q3 2024, closing a stake of 2,628 shares — an estimated $115K sold.

Chris Bulman first reported a position in XSLV in Q2 2024 and held it in 1 quarter. The position peaked at $115K in Q2 2024. 111 funds tracked by Wall St. Rank hold XSLV as of Q3 2024.

  • Chris Bulman reported no remaining Invesco S&P SmallCap Low Volatility ETF position as of Q3 2024 after selling out during the quarter.
  • Chris Bulman sold 2,628 Invesco S&P SmallCap Low Volatility ETF shares in Q3 2024, an estimated $115K.
  • Chris Bulman first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q2 2024 and held it in 1 quarter.
  • Chris Bulman's Invesco S&P SmallCap Low Volatility ETF position peaked at $115K in Q2 2024.
  • 111 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q3 2024.

Based on Chris Bulman's 13F filing for Q3 2024, filed 22 Oct 2024.