Hudock Inc’s Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF XRLV Stock Holding History

Hudock Inc’s Portfolio XRLV Stock Details XRLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-448	Closed	-$12K	–	599
2016 Q4	$12K	Sell	448 -7	-2%	-$193	0.01%	369
2016 Q3	$12K	Hold	455	–	–	0.01%	378
2016 Q2	$12K	Hold	455	–	–	0.01%	391
2016 Q1	$12K	Buy	455 +6	+1%	+$149	0.01%	395
2015 Q4	$11K	Hold	449	–	–	﹤0.01%	375
2015 Q3	$10K	Buy	449 +307	+216%	+$7.61K	﹤0.01%	412
2015 Q2	$3K	Buy	+142	New	+$3.56K	﹤0.01%	516

Other funds holding XRLV

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

OAM

Occidental Asset Management Burlingame, California $1.01B AUM 29.59% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Hudock Inc's XRLV Position: Q1 2017 in Review

Hudock Inc sold out of Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF (XRLV) in Q1 2017, closing a stake of 448 shares — an estimated $12K sold.

Hudock Inc first reported a position in XRLV in Q2 2015 and held it in 7 quarters. The position peaked at $12K in Q4 2016. 21 funds tracked by Wall St. Rank hold XRLV as of Q1 2017.

Hudock Inc reported no remaining Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF position as of Q1 2017 after selling out during the quarter.
Hudock Inc sold 448 Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF shares in Q1 2017, an estimated $12K.
Hudock Inc first reported a position in Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF in Q2 2015 and held it in 7 quarters.
Hudock Inc's Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF position peaked at $12K in Q4 2016.
21 funds tracked by Wall St. Rank held Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF as of Q1 2017.

Based on Hudock Inc's 13F filing for Q1 2017, filed 26 Apr 2017.