Colton Groome Financial Advisors’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

Colton Groome Financial Advisors’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
2022 Q2	–	Sell	-6,566	Closed	-$322K	–	121
2022 Q1	$322K	Buy	6,566 +402	+7%	+$19.7K	0.15%	78
2021 Q4	$321K	Sell	6,164 -179	-3%	-$8.97K	0.13%	97
2021 Q3	$299K	Buy	6,343 +76	+1%	+$3.6K	0.13%	95
2021 Q2	$294K	Buy	6,267 +968	+18%	+$45.4K	0.13%	94
2021 Q1	$243K	Sell	5,299 -4,893	-48%	-$217K	0.14%	62
2020 Q4	$415K	Sell	10,192 -4,047	-28%	-$151K	0.27%	46
2020 Q3	$473K	Sell	14,239 -2,767	-16%	-$95.2K	0.33%	39
2020 Q2	$576K	Buy	17,006 +9,550	+128%	+$317K	0.42%	34
2020 Q1	$247K	Sell	7,456 -12,090	-62%	-$551K	0.2%	55
2019 Q4	$994K	Buy	19,546 +1,306	+7%	+$65.3K	0.71%	31
2019 Q3	$918K	Buy	18,240 +4,656	+34%	+$225K	0.68%	33
2019 Q2	$652K	Buy	+13,584	New	+$648K	0.52%	31

Other funds holding XSLV

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SFS

Sowell Financial Services North Little Rock, Arkansas $2.7B AUM 22.62% 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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

BCM

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

Colton Groome Financial Advisors's XSLV Position: Q2 2022 in Review

Colton Groome Financial Advisors sold out of Invesco S&P SmallCap Low Volatility ETF (XSLV) in Q2 2022, closing a stake of 6,566 shares — an estimated $322K sold.

Colton Groome Financial Advisors first reported a position in XSLV in Q2 2019 and held it in 12 quarters. The position peaked at $994K in Q4 2019. 147 funds tracked by Wall St. Rank hold XSLV as of Q2 2022.

Colton Groome Financial Advisors reported no remaining Invesco S&P SmallCap Low Volatility ETF position as of Q2 2022 after selling out during the quarter.
Colton Groome Financial Advisors sold 6,566 Invesco S&P SmallCap Low Volatility ETF shares in Q2 2022, an estimated $322K.
Colton Groome Financial Advisors first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q2 2019 and held it in 12 quarters.
Colton Groome Financial Advisors's Invesco S&P SmallCap Low Volatility ETF position peaked at $994K in Q4 2019.
147 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q2 2022.

Based on Colton Groome Financial Advisors's 13F filing for Q2 2022, filed 26 Jul 2022.