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GoalVest Advisory’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

GoalVest Advisory’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
2023
Q4 		– Sell
-57
Closed -$2.25K – 506
2023
Q3 		$2.25K Buy
+57
New +$2.34K ﹤0.01% 415

Other funds holding XSLV

TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 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
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
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PPA
Painted Porch Advisors Santa Barbara, California $210M AUM 10.47% 1-Year Est. Return

GoalVest Advisory's XSLV Position: Q4 2023 in Review

GoalVest Advisory sold out of Invesco S&P SmallCap Low Volatility ETF (XSLV) in Q4 2023, closing a stake of 57 shares — an estimated $2.25K sold.

GoalVest Advisory first reported a position in XSLV in Q3 2023 and held it in 1 quarter. The position peaked at $2.25K in Q3 2023. 131 funds tracked by Wall St. Rank hold XSLV as of Q4 2023.

  • GoalVest Advisory reported no remaining Invesco S&P SmallCap Low Volatility ETF position as of Q4 2023 after selling out during the quarter.
  • GoalVest Advisory sold 57 Invesco S&P SmallCap Low Volatility ETF shares in Q4 2023, an estimated $2.25K.
  • GoalVest Advisory first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q3 2023 and held it in 1 quarter.
  • GoalVest Advisory's Invesco S&P SmallCap Low Volatility ETF position peaked at $2.25K in Q3 2023.
  • 131 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q4 2023.

Based on GoalVest Advisory's 13F filing for Q4 2023, filed 2 Jan 2024.