CXI Advisors’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

CXI 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
2019 Q4	$42K	Buy	+830	New	+$41.5K	0.09%	31

Other funds holding XSLV

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

RJFSA

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CXI Advisors's XSLV Position: Q4 2019 in Review

CXI Advisors opened a new position in Invesco S&P SmallCap Low Volatility ETF (XSLV) in Q4 2019: 830 shares worth $42K. The stake represents 0.09% of the portfolio and ranks #31 among its holdings.

226 funds tracked by Wall St. Rank hold XSLV as of Q4 2019.

CXI Advisors held 830 shares of Invesco S&P SmallCap Low Volatility ETF worth $42K as of Q4 2019.
Invesco S&P SmallCap Low Volatility ETF was a new CXI Advisors position in Q4 2019.
Invesco S&P SmallCap Low Volatility ETF made up 0.09% of CXI Advisors's portfolio in Q4 2019, its #31 holding.
226 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q4 2019.

Based on CXI Advisors's 13F filing for Q4 2019, filed 27 Jan 2020.