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

IFP Advisors’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
2019 Q1	–	Sell	-45	Closed	-$1K	–	3496
2018 Q4	$1K	Hold	45	–	–	﹤0.01%	3408
2018 Q3	$2K	Hold	45	–	–	﹤0.01%	3592
2018 Q2	$2K	Hold	45	–	–	﹤0.01%	3643
2018 Q1	$2K	Hold	45	–	–	﹤0.01%	3551
2017 Q4	$2K	Hold	45	–	–	﹤0.01%	3602
2017 Q3	$1K	Hold	45	–	–	﹤0.01%	3969
2017 Q2	$1K	Hold	45	–	–	﹤0.01%	3963
2017 Q1	$1K	Sell	45 -395	-90%	-$11.4K	﹤0.01%	3874
2016 Q4	$12K	Hold	440	–	–	﹤0.01%	2809
2016 Q3	$12K	Buy	440 +395	+878%	+$11K	﹤0.01%	2735
2016 Q2	$1K	Buy	+45	New	+$1.2K	﹤0.01%	3700
2016 Q1	–	Sell	-245	Closed	-$6K	–	3488
2015 Q4	$6K	Buy	+245	New	+$6.21K	﹤0.01%	2891

Other funds holding XRLV

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

SVCP

Silicon Valley Capital Partners San Jose, California $1.02B AUM 21.85% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

IFP Advisors's XRLV Position: Q1 2019 in Review

IFP Advisors sold out of Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF (XRLV) in Q1 2019, closing a stake of 45 shares — an estimated $1K sold.

IFP Advisors first reported a position in XRLV in Q4 2015 and held it in 12 quarters. The position peaked at $12K in Q4 2016. 27 funds tracked by Wall St. Rank hold XRLV as of Q1 2019.

IFP Advisors reported no remaining Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF position as of Q1 2019 after selling out during the quarter.
IFP Advisors sold 45 Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF shares in Q1 2019, an estimated $1K.
IFP Advisors first reported a position in Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF in Q4 2015 and held it in 12 quarters.
IFP Advisors's Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF position peaked at $12K in Q4 2016.
27 funds tracked by Wall St. Rank held Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF as of Q1 2019.

Based on IFP Advisors's 13F filing for Q1 2019, filed 15 May 2019.