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FSC Wealth Advisors’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

FSC Wealth Advisors’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
Q4 		– Sell
-341
Closed -$14K – 221
2022
Q3 		$14K Buy
341
+4
+1% +$181 0.13% 91
2022
Q2 		$15K Buy
337
+3
+0.9% +$138 0.13% 91
2022
Q1 		$16K Buy
334
+1
+0.3% +$49 0.02% 108
2021
Q4 		$17K Buy
+333
New +$16.7K 0.01% 117

Other funds holding XSLV

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

FSC Wealth Advisors's XSLV Position: Q4 2022 in Review

FSC Wealth Advisors sold out of Invesco S&P SmallCap Low Volatility ETF (XSLV) in Q4 2022, closing a stake of 341 shares — an estimated $14K sold.

FSC Wealth Advisors first reported a position in XSLV in Q4 2021 and held it in 4 quarters. The position peaked at $17K in Q4 2021. 141 funds tracked by Wall St. Rank hold XSLV as of Q4 2022.

  • FSC Wealth Advisors reported no remaining Invesco S&P SmallCap Low Volatility ETF position as of Q4 2022 after selling out during the quarter.
  • FSC Wealth Advisors sold 341 Invesco S&P SmallCap Low Volatility ETF shares in Q4 2022, an estimated $14K.
  • FSC Wealth Advisors first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q4 2021 and held it in 4 quarters.
  • FSC Wealth Advisors's Invesco S&P SmallCap Low Volatility ETF position peaked at $17K in Q4 2021.
  • 141 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q4 2022.

Based on FSC Wealth Advisors's 13F filing for Q4 2022, filed 17 Jan 2023.