Householder Group Estate & Retirement Specialist’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q4	–	Sell	-4,016	Closed	-$193K	–	1257
2024 Q3	$193K	Sell	4,016 -7	-0.2%	-$326	0.06%	252
2024 Q2	$175K	Sell	4,023 -972	-19%	-$42K	0.05%	260
2024 Q1	$221K	Sell	4,995 -248	-5%	-$10.7K	0.07%	230
2023 Q4	$231K	Sell	5,243 -508	-9%	-$20.7K	0.08%	226
2023 Q3	$227K	Buy	+5,751	New	+$236K	0.08%	205
2023 Q1	$351K	Buy	+8,286	New	+$376K	0.13%	150
2022 Q4	–	Sell	-11,650	Closed	-$472K	–	1196
2022 Q3	$472K	Sell	11,650 -3,296	-22%	-$150K	0.19%	114
2022 Q2	$666K	Sell	14,946 -2,157	-13%	-$99.1K	0.3%	80
2022 Q1	$839K	Sell	17,103 -740	-4%	-$36.3K	0.34%	78
2021 Q4	$929K	Buy	+17,843	New	+$894K	0.35%	80

Other funds holding XSLV

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

ACM

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

SWM

Sculati Wealth Management Bloomfield Hills, Michigan $300M AUM 17.56% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

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

Householder Group Estate & Retirement Specialist's XSLV Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Invesco S&P SmallCap Low Volatility ETF (XSLV) in Q4 2024, closing a stake of 4,016 shares — an estimated $193K sold.

Householder Group Estate & Retirement Specialist first reported a position in XSLV in Q4 2021 and held it in 10 quarters. The position peaked at $929K in Q4 2021. 120 funds tracked by Wall St. Rank hold XSLV as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining Invesco S&P SmallCap Low Volatility ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 4,016 Invesco S&P SmallCap Low Volatility ETF shares in Q4 2024, an estimated $193K.
Householder Group Estate & Retirement Specialist first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q4 2021 and held it in 10 quarters.
Householder Group Estate & Retirement Specialist's Invesco S&P SmallCap Low Volatility ETF position peaked at $929K in Q4 2021.
120 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.