FourThought Financial’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

FourThought Financial’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
2022 Q3	$15K	Hold	363	–	–	﹤0.01%	938
2022 Q2	$16K	Hold	363	–	–	﹤0.01%	920
2022 Q1	$18K	Hold	363	–	–	﹤0.01%	929
2021 Q4	$19K	Hold	363	–	–	﹤0.01%	939
2021 Q3	$17K	Hold	363	–	–	﹤0.01%	990
2021 Q2	$17K	Hold	363	–	–	﹤0.01%	988
2021 Q1	$16K	Hold	363	–	–	﹤0.01%	955
2020 Q4	$14K	Buy	+363	New	+$13.5K	﹤0.01%	960

Other funds holding XSLV

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

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

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

BCM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

FourThought Financial's XSLV Position: Q3 2022 in Review

FourThought Financial held its Invesco S&P SmallCap Low Volatility ETF (XSLV) position steady in Q3 2022 at 363 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #938.

FourThought Financial first reported a position in XSLV in Q4 2020 and has held it in 8 quarters since. The position peaked at $19K in Q4 2021. 138 funds tracked by Wall St. Rank hold XSLV as of Q3 2022.

FourThought Financial held 363 shares of Invesco S&P SmallCap Low Volatility ETF worth $15K as of Q3 2022.
FourThought Financial left its Invesco S&P SmallCap Low Volatility ETF share count unchanged in Q3 2022.
Invesco S&P SmallCap Low Volatility ETF made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #938 holding.
FourThought Financial first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Invesco S&P SmallCap Low Volatility ETF position peaked at $19K in Q4 2021.
138 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.