IFG Advisory’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

IFG Advisory’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
2021 Q2	–	Sell	-29,573	Closed	-$1.36M	–	518
2021 Q1	$1.36M	Buy	29,573 +139	+0.5%	+$6.17K	0.17%	145
2020 Q4	$1.2M	Buy	29,434 +755	+3%	+$28.2K	0.17%	147
2020 Q3	$952K	Buy	28,679 +763	+3%	+$26.2K	0.15%	159
2020 Q2	$945K	Sell	27,916 -4,860	-15%	-$161K	0.17%	141
2020 Q1	$1.09M	Buy	32,776 +20,615	+170%	+$939K	0.24%	101
2019 Q4	$618K	Sell	12,161 -263	-2%	-$13.2K	0.11%	204
2019 Q3	$607K	Buy	+12,424	New	+$599K	0.12%	199
2018 Q2	–	Sell	-24,267	Closed	-$1.09M	–	354
2018 Q1	$1.09M	Buy	24,267 +2,046	+9%	+$92.7K	0.24%	94
2017 Q4	$1.02M	Buy	+22,221	New	+$1.04M	0.23%	103

Other funds holding XSLV

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

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

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

BCM

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

IFG Advisory's XSLV Position: Q2 2021 in Review

IFG Advisory sold out of Invesco S&P SmallCap Low Volatility ETF (XSLV) in Q2 2021, closing a stake of 29,573 shares — an estimated $1.36M sold.

IFG Advisory first reported a position in XSLV in Q4 2017 and held it in 9 quarters. The position peaked at $1.36M in Q1 2021. 160 funds tracked by Wall St. Rank hold XSLV as of Q2 2021.

IFG Advisory reported no remaining Invesco S&P SmallCap Low Volatility ETF position as of Q2 2021 after selling out during the quarter.
IFG Advisory sold 29,573 Invesco S&P SmallCap Low Volatility ETF shares in Q2 2021, an estimated $1.36M.
IFG Advisory first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q4 2017 and held it in 9 quarters.
IFG Advisory's Invesco S&P SmallCap Low Volatility ETF position peaked at $1.36M in Q1 2021.
160 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q2 2021.

Based on IFG Advisory's 13F filing for Q2 2021, filed 21 Jul 2021.