HighTower Advisors’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

HighTower Advisors’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 Q1	–	Sell	-3,989	Closed	-$207K	–	3729
2021 Q4	$207K	Sell	3,989 -486	-11%	-$24.4K	﹤0.01%	2752
2021 Q3	$212K	Sell	4,475 -278	-6%	-$13.2K	﹤0.01%	2673
2021 Q2	$225K	Buy	4,753 +29	+0.6%	+$1.36K	﹤0.01%	2589
2021 Q1	$217K	Sell	4,724 -893	-16%	-$39.6K	﹤0.01%	2544
2020 Q4	$226K	Buy	+5,617	New	+$210K	﹤0.01%	2126
2017 Q3	–	Sell	-6,610	Closed	-$286K	–	2371
2017 Q2	$286K	Sell	6,610 -1,925	-23%	-$83.3K	﹤0.01%	1650
2017 Q1	$366K	Sell	8,535 -1,901	-18%	-$81.4K	﹤0.01%	1462
2016 Q4	$449K	Buy	+10,436	New	+$422K	﹤0.01%	1304

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

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

HighTower Advisors's XSLV Position: Q1 2022 in Review

HighTower Advisors sold out of Invesco S&P SmallCap Low Volatility ETF (XSLV) in Q1 2022, closing a stake of 3,989 shares — an estimated $207K sold.

HighTower Advisors first reported a position in XSLV in Q4 2016 and held it in 8 quarters. The position peaked at $449K in Q4 2016. 162 funds tracked by Wall St. Rank hold XSLV as of Q1 2022.

HighTower Advisors reported no remaining Invesco S&P SmallCap Low Volatility ETF position as of Q1 2022 after selling out during the quarter.
HighTower Advisors sold 3,989 Invesco S&P SmallCap Low Volatility ETF shares in Q1 2022, an estimated $207K.
HighTower Advisors first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q4 2016 and held it in 8 quarters.
HighTower Advisors's Invesco S&P SmallCap Low Volatility ETF position peaked at $449K in Q4 2016.
162 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q1 2022.

Based on HighTower Advisors's 13F filing for Q1 2022, filed 12 May 2022.