Hefty Wealth Partners’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

Hefty Wealth Partners’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 Q1	$3.5M	Buy	77,750 +938	+1%	+$42.5K	2.25%	6
2017 Q4	$3.55M	Buy	76,812 +15,052	+24%	+$703K	2.2%	10
2017 Q3	$2.84M	Sell	61,760 -69	-0.1%	-$3.02K	1.88%	17
2017 Q2	$2.7M	Buy	61,829 +1,645	+3%	+$71.2K	1.84%	18
2017 Q1	$2.58M	Sell	60,184 -9,509	-14%	-$407K	1.88%	14
2016 Q4	$3.03M	Sell	69,693 -3,426	-5%	-$139K	2.54%	13
2016 Q3	$2.83M	Buy	73,119 +10,947	+18%	+$420K	2.15%	11
2016 Q2	$2.3M	Buy	62,172 +4,484	+8%	+$160K	1.9%	13
2016 Q1	$2.02M	Buy	+57,688	New	+$1.9M	1.89%	12

Other funds holding XSLV

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

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

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

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

KFA

Kays Financial Advisory Atlanta, Georgia $624M AUM 9.93% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Hefty Wealth Partners's XSLV Position: Q1 2018 in Review

Hefty Wealth Partners increased its Invesco S&P SmallCap Low Volatility ETF (XSLV) stake by 1.2% in Q1 2018, buying an estimated $42.5K and bringing the position to 77,750 shares worth $3.5M. The position accounts for 2.25% of the portfolio, ranked #6.

Hefty Wealth Partners first reported a position in XSLV in Q1 2016 and has held it in 9 quarters since. The position peaked at $3.55M in Q4 2017. 116 funds tracked by Wall St. Rank hold XSLV as of Q1 2018.

Hefty Wealth Partners held 77,750 shares of Invesco S&P SmallCap Low Volatility ETF worth $3.5M as of Q1 2018.
Hefty Wealth Partners bought 938 Invesco S&P SmallCap Low Volatility ETF shares in Q1 2018, an estimated $42.5K.
Invesco S&P SmallCap Low Volatility ETF made up 2.25% of Hefty Wealth Partners's portfolio in Q1 2018, its #6 holding.
Hefty Wealth Partners first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q1 2016 and has held it in 9 quarters since.
Hefty Wealth Partners's Invesco S&P SmallCap Low Volatility ETF position peaked at $3.55M in Q4 2017.
116 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.