Concert Wealth Management’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

Concert Wealth Management’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
2016 Q4	–	Sell	-2,642	Closed	-$102K	–	949
2016 Q3	$102K	Buy	+2,642	New	+$101K	0.01%	745

Other funds holding XSLV

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

MFS

MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return

Concert Wealth Management's XSLV Position: Q4 2016 in Review

Concert Wealth Management sold out of Invesco S&P SmallCap Low Volatility ETF (XSLV) in Q4 2016, closing a stake of 2,642 shares — an estimated $102K sold.

Concert Wealth Management first reported a position in XSLV in Q3 2016 and held it in 1 quarter. The position peaked at $102K in Q3 2016. 82 funds tracked by Wall St. Rank hold XSLV as of Q4 2016.

Concert Wealth Management reported no remaining Invesco S&P SmallCap Low Volatility ETF position as of Q4 2016 after selling out during the quarter.
Concert Wealth Management sold 2,642 Invesco S&P SmallCap Low Volatility ETF shares in Q4 2016, an estimated $102K.
Concert Wealth Management first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q3 2016 and held it in 1 quarter.
Concert Wealth Management's Invesco S&P SmallCap Low Volatility ETF position peaked at $102K in Q3 2016.
82 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.