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

Harbor Investment 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
2022
Q2 		– Sell
-84
Closed -$4K – 1422
2022
Q1 		$4K Buy
+84
New +$4.12K ﹤0.01% 1201

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
SFS
Sowell Financial Services North Little Rock, Arkansas $2.7B AUM 22.62% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Harbor Investment Advisory's XSLV Position: Q2 2022 in Review

Harbor Investment Advisory sold out of Invesco S&P SmallCap Low Volatility ETF (XSLV) in Q2 2022, closing a stake of 84 shares — an estimated $4K sold.

Harbor Investment Advisory first reported a position in XSLV in Q1 2022 and held it in 1 quarter. The position peaked at $4K in Q1 2022. 147 funds tracked by Wall St. Rank hold XSLV as of Q2 2022.

  • Harbor Investment Advisory reported no remaining Invesco S&P SmallCap Low Volatility ETF position as of Q2 2022 after selling out during the quarter.
  • Harbor Investment Advisory sold 84 Invesco S&P SmallCap Low Volatility ETF shares in Q2 2022, an estimated $4K.
  • Harbor Investment Advisory first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q1 2022 and held it in 1 quarter.
  • Harbor Investment Advisory's Invesco S&P SmallCap Low Volatility ETF position peaked at $4K in Q1 2022.
  • 147 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q2 2022.

Based on Harbor Investment Advisory's 13F filing for Q2 2022, filed 18 Jul 2022.