HL Financial Services’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

HL Financial Services’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
2019 Q1	$283K	Buy	6,028 +600	+11%	+$27.9K	﹤0.01%	628
2018 Q4	$231K	Buy	+5,428	New	+$250K	﹤0.01%	656
2018 Q1	–	Sell	-5,029	Closed	-$233K	–	724
2017 Q4	$233K	Buy	+5,029	New	+$235K	﹤0.01%	561

Other funds holding XSLV

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

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

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

HL Financial Services's XSLV Position: Q1 2019 in Review

HL Financial Services increased its Invesco S&P SmallCap Low Volatility ETF (XSLV) stake by 11% in Q1 2019, buying an estimated $27.9K and bringing the position to 6,028 shares worth $283K. The position accounts for ﹤0.01% of the portfolio, ranked #628.

HL Financial Services first reported a position in XSLV in Q4 2017 and has held it in 3 quarters since. 164 funds tracked by Wall St. Rank hold XSLV as of Q1 2019.

HL Financial Services held 6,028 shares of Invesco S&P SmallCap Low Volatility ETF worth $283K as of Q1 2019.
HL Financial Services bought 600 Invesco S&P SmallCap Low Volatility ETF shares in Q1 2019, an estimated $27.9K.
Invesco S&P SmallCap Low Volatility ETF made up ﹤0.01% of HL Financial Services's portfolio in Q1 2019, its #628 holding.
HL Financial Services first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q4 2017 and has held it in 3 quarters since.
164 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q1 2019.

Based on HL Financial Services's 13F filing for Q1 2019, filed 1 May 2019.