Global Financial Private Capital’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

Global Financial Private Capital’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
2018 Q4	–	Sell	-7,724	Closed	-$382K	–	526
2018 Q3	$382K	Buy	7,724 +508	+7%	+$25.4K	0.01%	422
2018 Q2	$349K	Buy	7,216 +745	+12%	+$35K	0.01%	433
2018 Q1	$291K	Sell	6,471 -247	-4%	-$11.2K	0.01%	450
2017 Q4	$311K	Buy	+6,718	New	+$314K	0.01%	426

Other funds holding XSLV

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

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

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

EWM

Executive Wealth Management Brighton, Michigan $1.28B AUM 16.54% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Global Financial Private Capital's XSLV Position: Q4 2018 in Review

Global Financial Private Capital sold out of Invesco S&P SmallCap Low Volatility ETF (XSLV) in Q4 2018, closing a stake of 7,724 shares — an estimated $382K sold.

Global Financial Private Capital first reported a position in XSLV in Q4 2017 and held it in 4 quarters. The position peaked at $382K in Q3 2018. 150 funds tracked by Wall St. Rank hold XSLV as of Q4 2018.

Global Financial Private Capital reported no remaining Invesco S&P SmallCap Low Volatility ETF position as of Q4 2018 after selling out during the quarter.
Global Financial Private Capital sold 7,724 Invesco S&P SmallCap Low Volatility ETF shares in Q4 2018, an estimated $382K.
Global Financial Private Capital first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q4 2017 and held it in 4 quarters.
Global Financial Private Capital's Invesco S&P SmallCap Low Volatility ETF position peaked at $382K in Q3 2018.
150 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q4 2018.

Based on Global Financial Private Capital's 13F filing for Q4 2018, filed 5 Feb 2019.