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Crumly & Associates’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

Crumly & Associates’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
Q3 		– Sell
-157,138
Closed -$5.32M – 66
2020
Q2 		$5.32M Buy
157,138
+21,783
+16% +$723K 4.99% 6
2020
Q1 		$4.49M Buy
135,355
+109,100
+416% +$4.97M 5.51% 6
2019
Q4 		$1.34M Buy
+26,255
New +$1.31M 1.38% 20

Other funds holding XSLV

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Crumly & Associates's XSLV Position: Q3 2020 in Review

Crumly & Associates sold out of Invesco S&P SmallCap Low Volatility ETF (XSLV) in Q3 2020, closing a stake of 157,138 shares — an estimated $5.32M sold.

Crumly & Associates first reported a position in XSLV in Q4 2019 and held it in 3 quarters. The position peaked at $5.32M in Q2 2020. 160 funds tracked by Wall St. Rank hold XSLV as of Q3 2020.

  • Crumly & Associates reported no remaining Invesco S&P SmallCap Low Volatility ETF position as of Q3 2020 after selling out during the quarter.
  • Crumly & Associates sold 157,138 Invesco S&P SmallCap Low Volatility ETF shares in Q3 2020, an estimated $5.32M.
  • Crumly & Associates first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q4 2019 and held it in 3 quarters.
  • Crumly & Associates's Invesco S&P SmallCap Low Volatility ETF position peaked at $5.32M in Q2 2020.
  • 160 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q3 2020.

Based on Crumly & Associates's 13F filing for Q3 2020, filed 21 Oct 2020.