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

Creative Financial Designs’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 Q4	–	Sell	-64	Closed	-$3.08K	–	1855
2024 Q3	$3.08K	Hold	64	–	–	﹤0.01%	1472
2024 Q2	$2.79K	Hold	64	–	–	﹤0.01%	1436
2024 Q1	$2.83K	Hold	64	–	–	﹤0.01%	1432
2023 Q4	$2.83K	Hold	64	–	–	﹤0.01%	1369
2023 Q3	$2.52K	Hold	64	–	–	﹤0.01%	1300
2023 Q2	$2.55K	Hold	64	–	–	﹤0.01%	1278
2023 Q1	$2.71K	Hold	64	–	–	﹤0.01%	1222
2022 Q4	$2.86K	Hold	64	–	–	﹤0.01%	1124
2022 Q3	$3K	Hold	64	–	–	﹤0.01%	1145
2022 Q2	$3K	Hold	64	–	–	﹤0.01%	1101
2022 Q1	$3K	Hold	64	–	–	﹤0.01%	1142
2021 Q4	$3K	Hold	64	–	–	﹤0.01%	1106
2021 Q3	$3K	Hold	64	–	–	﹤0.01%	1273
2021 Q2	$3K	Hold	64	–	–	﹤0.01%	1289
2021 Q1	$3K	Hold	64	–	–	﹤0.01%	1184
2020 Q4	$3K	Buy	+64	New	+$2.39K	﹤0.01%	1098
2019 Q3	–	Sell	-62	Closed	-$3K	–	666
2019 Q2	$3K	Sell	62 -141	-69%	-$6.72K	﹤0.01%	502
2019 Q1	$10K	Sell	203 -6,704	-97%	-$311K	0.01%	388
2018 Q4	$295K	Buy	6,907 +242	+4%	+$11.2K	0.21%	89
2018 Q3	$330K	Sell	6,665 -1,506	-18%	-$75.4K	0.19%	92
2018 Q2	$395K	Sell	8,171 -320	-4%	-$15K	0.23%	87
2018 Q1	$382K	Sell	8,491 -5,993	-41%	-$272K	0.24%	84
2017 Q4	$670K	Sell	14,484 -3,721	-20%	-$174K	0.45%	59
2017 Q3	$836K	Buy	18,205 +1,429	+9%	+$62.5K	0.48%	59
2017 Q2	$732K	Buy	16,776 +3,465	+26%	+$150K	0.47%	61
2017 Q1	$571K	Buy	13,311 +12,756	+2,298%	+$546K	0.41%	65
2016 Q4	$24K	Buy	+555	New	+$22.4K	0.02%	297

Other funds holding XSLV

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $17.9B AUM 21.2% 1-Year Est. Return

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

Creative Financial Designs's XSLV Position: Q4 2024 in Review

Creative Financial Designs sold out of Invesco S&P SmallCap Low Volatility ETF (XSLV) in Q4 2024, closing a stake of 64 shares — an estimated $3.08K sold.

Creative Financial Designs first reported a position in XSLV in Q4 2016 and held it in 27 quarters. The position peaked at $836K in Q3 2017. 120 funds tracked by Wall St. Rank hold XSLV as of Q4 2024.

Creative Financial Designs reported no remaining Invesco S&P SmallCap Low Volatility ETF position as of Q4 2024 after selling out during the quarter.
Creative Financial Designs sold 64 Invesco S&P SmallCap Low Volatility ETF shares in Q4 2024, an estimated $3.08K.
Creative Financial Designs first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q4 2016 and held it in 27 quarters.
Creative Financial Designs's Invesco S&P SmallCap Low Volatility ETF position peaked at $836K in Q3 2017.
120 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q4 2024.

Based on Creative Financial Designs's 13F filing for Q4 2024, filed 10 Feb 2025.