CFO
XSLV icon

CVA Family Office’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

CVA Family Office’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
2021
Q4 		– Sell
-174
Closed -$6K – 926
2021
Q3 		$6K Buy
+174
New +$8.24K ﹤0.01% 319
2020
Q4 		– Sell
-174
Closed -$6K – 380
2020
Q3 		$6K Hold
174
– – ﹤0.01% 319
2020
Q2 		$6K Hold
174
– – ﹤0.01% 283
2020
Q1 		$6K Buy
+174
New +$7.93K 0.01% 271

Other funds holding XSLV

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CVA Family Office's XSLV Position: Q4 2021 in Review

CVA Family Office sold out of Invesco S&P SmallCap Low Volatility ETF (XSLV) in Q4 2021, closing a stake of 174 shares — an estimated $6K sold.

CVA Family Office first reported a position in XSLV in Q1 2020 and held it in 4 quarters. The position peaked at $6K in Q3 2021. 172 funds tracked by Wall St. Rank hold XSLV as of Q4 2021.

  • CVA Family Office reported no remaining Invesco S&P SmallCap Low Volatility ETF position as of Q4 2021 after selling out during the quarter.
  • CVA Family Office sold 174 Invesco S&P SmallCap Low Volatility ETF shares in Q4 2021, an estimated $6K.
  • CVA Family Office first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q1 2020 and held it in 4 quarters.
  • CVA Family Office's Invesco S&P SmallCap Low Volatility ETF position peaked at $6K in Q3 2021.
  • 172 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q4 2021.

Based on CVA Family Office's 13F filing for Q4 2021, filed 25 Jan 2022.