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

DB Wealth Management Group’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
2023 Q4	$18.3K	Buy	414 +63	+18%	+$2.56K	0.01%	242
2023 Q3	$13.9K	Buy	351 +1	+0.3%	+$41	0.01%	257
2023 Q2	$13.9K	Buy	350 +2	+0.6%	+$81	0.01%	257
2023 Q1	$14.7K	Buy	+348	New	+$15.8K	0.01%	251

Other funds holding XSLV

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

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

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

ACM

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

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

PPA

Painted Porch Advisors Santa Barbara, California $229M AUM 17.97% 1-Year Est. Return

DB Wealth Management Group's XSLV Position: Q4 2023 in Review

DB Wealth Management Group increased its Invesco S&P SmallCap Low Volatility ETF (XSLV) stake by 18% in Q4 2023, buying an estimated $2.56K and bringing the position to 414 shares worth $18.3K. The position accounts for 0.01% of the portfolio, ranked #242.

DB Wealth Management Group first reported a position in XSLV in Q1 2023 and has held it in 4 quarters since. 131 funds tracked by Wall St. Rank hold XSLV as of Q4 2023.

DB Wealth Management Group held 414 shares of Invesco S&P SmallCap Low Volatility ETF worth $18.3K as of Q4 2023.
DB Wealth Management Group bought 63 Invesco S&P SmallCap Low Volatility ETF shares in Q4 2023, an estimated $2.56K.
Invesco S&P SmallCap Low Volatility ETF made up 0.01% of DB Wealth Management Group's portfolio in Q4 2023, its #242 holding.
DB Wealth Management Group first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q1 2023 and has held it in 4 quarters since.
131 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.