Destiny Capital Securities’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

Destiny Capital Securities’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 Q3	$240K	Buy	+6,079	New	+$250K	0.19%	48

Other funds holding XSLV

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BCM

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

ACM

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Destiny Capital Securities's XSLV Position: Q3 2023 in Review

Destiny Capital Securities opened a new position in Invesco S&P SmallCap Low Volatility ETF (XSLV) in Q3 2023: 6,079 shares worth $240K. The stake represents 0.19% of the portfolio and ranks #48 among its holdings.

133 funds tracked by Wall St. Rank hold XSLV as of Q3 2023.

Destiny Capital Securities held 6,079 shares of Invesco S&P SmallCap Low Volatility ETF worth $240K as of Q3 2023.
Invesco S&P SmallCap Low Volatility ETF was a new Destiny Capital Securities position in Q3 2023.
Invesco S&P SmallCap Low Volatility ETF made up 0.19% of Destiny Capital Securities's portfolio in Q3 2023, its #48 holding.
133 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q3 2023.

Based on Destiny Capital Securities's 13F filing for Q3 2023, filed 13 Nov 2023.