Heritage Wealth Management (Arizona)’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

Heritage Wealth Management (Arizona)’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	-596	Closed	-$29K	–	1069
2022 Q1	$29K	Buy	+596	New	+$29.2K	0.01%	546
2021 Q3	$100K	Sell	2,124 -2,084	-50%	-$98.7K	0.04%	341
2021 Q2	$197K	Sell	4,208 -1,816	-30%	-$85.1K	0.07%	226
2021 Q1	$276K	Buy	+6,024	New	+$267K	0.16%	113

Other funds holding XSLV

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Heritage Wealth Management (Arizona)'s XSLV Position: Q2 2022 in Review

Heritage Wealth Management (Arizona) sold out of Invesco S&P SmallCap Low Volatility ETF (XSLV) in Q2 2022, closing a stake of 596 shares — an estimated $29K sold.

Heritage Wealth Management (Arizona) first reported a position in XSLV in Q1 2021 and held it in 4 quarters. The position peaked at $276K in Q1 2021. 147 funds tracked by Wall St. Rank hold XSLV as of Q2 2022.

Heritage Wealth Management (Arizona) reported no remaining Invesco S&P SmallCap Low Volatility ETF position as of Q2 2022 after selling out during the quarter.
Heritage Wealth Management (Arizona) sold 596 Invesco S&P SmallCap Low Volatility ETF shares in Q2 2022, an estimated $29K.
Heritage Wealth Management (Arizona) first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q1 2021 and held it in 4 quarters.
Heritage Wealth Management (Arizona)'s Invesco S&P SmallCap Low Volatility ETF position peaked at $276K in Q1 2021.
147 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q2 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2022, filed 15 Aug 2022.