First Personal Financial Services’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

First Personal Financial Services’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 Q3	–	Sell	-2,180	Closed	-$95.2K	–	591
2024 Q2	$95.2K	Sell	2,180 -653	-23%	-$28.2K	0.02%	158
2024 Q1	$125K	Hold	2,833	–	–	0.03%	144
2023 Q4	$125K	Hold	2,833	–	–	0.03%	145
2023 Q3	$112K	Hold	2,833	–	–	0.03%	145
2023 Q2	$113K	Hold	2,833	–	–	0.03%	148
2023 Q1	$120K	Hold	2,833	–	–	0.03%	139
2022 Q4	$127K	Hold	2,833	–	–	0.03%	141
2022 Q3	$115K	Hold	2,833	–	–	0.03%	143
2022 Q2	$126K	Hold	2,833	–	–	0.04%	126
2022 Q1	$139K	Hold	2,833	–	–	0.03%	132
2021 Q4	$148K	Sell	2,833 -450	-14%	-$22.5K	0.03%	131
2021 Q3	$155K	Sell	3,283 -408	-11%	-$19.3K	0.04%	133
2021 Q2	$173K	Hold	3,691	–	–	0.04%	127
2021 Q1	$169K	Hold	3,691	–	–	0.05%	124
2020 Q4	$150K	Sell	3,691 -386	-9%	-$14.4K	0.04%	124
2020 Q3	$135K	Hold	4,077	–	–	0.04%	128
2020 Q2	$138K	Hold	4,077	–	–	0.05%	128
2020 Q1	$135K	Buy	+4,077	New	+$186K	0.05%	126

Other funds holding XSLV

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

PPA

Painted Porch Advisors Santa Barbara, California $210M AUM 10.47% 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

ACM

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

SWM

Sculati Wealth Management Bloomfield Hills, Michigan $271M AUM 17.23% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

First Personal Financial Services's XSLV Position: Q3 2024 in Review

First Personal Financial Services sold out of Invesco S&P SmallCap Low Volatility ETF (XSLV) in Q3 2024, closing a stake of 2,180 shares — an estimated $95.2K sold.

First Personal Financial Services first reported a position in XSLV in Q1 2020 and held it in 18 quarters. The position peaked at $173K in Q2 2021. 111 funds tracked by Wall St. Rank hold XSLV as of Q3 2024.

First Personal Financial Services reported no remaining Invesco S&P SmallCap Low Volatility ETF position as of Q3 2024 after selling out during the quarter.
First Personal Financial Services sold 2,180 Invesco S&P SmallCap Low Volatility ETF shares in Q3 2024, an estimated $95.2K.
First Personal Financial Services first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q1 2020 and held it in 18 quarters.
First Personal Financial Services's Invesco S&P SmallCap Low Volatility ETF position peaked at $173K in Q2 2021.
111 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.