FIM
XRLV

Freedom Investment Management’s Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF XRLV Stock Holding History

Freedom Investment Management’s Portfolio XRLV Stock Details XRLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-90,794
Closed -$2.54M – 1118
2016
Q4 		$2.54M Buy
+90,794
New +$2.5M 0.16% 70

Other funds holding XRLV

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
OAM
Occidental Asset Management Burlingame, California $1.01B AUM 29.59% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Freedom Investment Management's XRLV Position: Q1 2017 in Review

Freedom Investment Management sold out of Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF (XRLV) in Q1 2017, closing a stake of 90,794 shares — an estimated $2.54M sold.

Freedom Investment Management first reported a position in XRLV in Q4 2016 and held it in 1 quarter. The position peaked at $2.54M in Q4 2016. 21 funds tracked by Wall St. Rank hold XRLV as of Q1 2017.

  • Freedom Investment Management reported no remaining Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF position as of Q1 2017 after selling out during the quarter.
  • Freedom Investment Management sold 90,794 Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF shares in Q1 2017, an estimated $2.54M.
  • Freedom Investment Management first reported a position in Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF in Q4 2016 and held it in 1 quarter.
  • Freedom Investment Management's Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF position peaked at $2.54M in Q4 2016.
  • 21 funds tracked by Wall St. Rank held Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF as of Q1 2017.

Based on Freedom Investment Management's 13F filing for Q1 2017, filed 2 May 2017.