FGAM
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Financial Gravity Asset Management’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

Financial Gravity Asset Management’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
2024
Q2 		– Sell
-270
Closed -$11.9K – 2471
2024
Q1 		$11.9K Buy
270
+135
+100% +$5.84K ﹤0.01% 681
2023
Q4 		$5.96K Buy
+135
New +$5.5K ﹤0.01% 857

Other funds holding XSLV

HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PPA
Painted Porch Advisors Santa Barbara, California $210M AUM 10.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Financial Gravity Asset Management's XSLV Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of Invesco S&P SmallCap Low Volatility ETF (XSLV) in Q2 2024, closing a stake of 270 shares — an estimated $11.9K sold.

Financial Gravity Asset Management first reported a position in XSLV in Q4 2023 and held it in 2 quarters. The position peaked at $11.9K in Q1 2024. 114 funds tracked by Wall St. Rank hold XSLV as of Q2 2024.

  • Financial Gravity Asset Management reported no remaining Invesco S&P SmallCap Low Volatility ETF position as of Q2 2024 after selling out during the quarter.
  • Financial Gravity Asset Management sold 270 Invesco S&P SmallCap Low Volatility ETF shares in Q2 2024, an estimated $11.9K.
  • Financial Gravity Asset Management first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q4 2023 and held it in 2 quarters.
  • Financial Gravity Asset Management's Invesco S&P SmallCap Low Volatility ETF position peaked at $11.9K in Q1 2024.
  • 114 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.