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Hayden Royal’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

Hayden Royal’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
2020
Q2 		– Sell
-6,527
Closed -$216K – 262
2020
Q1 		$216K Buy
6,527
+114
+2% +$5.19K 0.13% 190
2019
Q4 		$328K Buy
+6,413
New +$321K 0.17% 142

Other funds holding XSLV

HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
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
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 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

Hayden Royal's XSLV Position: Q2 2020 in Review

Hayden Royal sold out of Invesco S&P SmallCap Low Volatility ETF (XSLV) in Q2 2020, closing a stake of 6,527 shares — an estimated $216K sold.

Hayden Royal first reported a position in XSLV in Q4 2019 and held it in 2 quarters. The position peaked at $328K in Q4 2019. 172 funds tracked by Wall St. Rank hold XSLV as of Q2 2020.

  • Hayden Royal reported no remaining Invesco S&P SmallCap Low Volatility ETF position as of Q2 2020 after selling out during the quarter.
  • Hayden Royal sold 6,527 Invesco S&P SmallCap Low Volatility ETF shares in Q2 2020, an estimated $216K.
  • Hayden Royal first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q4 2019 and held it in 2 quarters.
  • Hayden Royal's Invesco S&P SmallCap Low Volatility ETF position peaked at $328K in Q4 2019.
  • 172 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q2 2020.

Based on Hayden Royal's 13F filing for Q2 2020, filed 14 Aug 2020.