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XSLV icon

IFP Advisors’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

IFP Advisors’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
Q2 		– Sell
-220
Closed -$9.73K – 3359
2024
Q1 		$9.73K Buy
+220
New +$9.51K ﹤0.01% 2243
2023
Q2 		– Sell
-104
Closed -$5.01K – 3590
2023
Q1 		$5.01K Sell
104
-348
-77% -$15.8K ﹤0.01% 2565
2022
Q4 		$22K Sell
452
-170
-27% -$7.61K ﹤0.01% 2824
2022
Q3 		$30K Buy
622
+1
+0.2% +$45 ﹤0.01% 2779
2022
Q2 		$30K Hold
621
– – ﹤0.01% 2535
2022
Q1 		$30K Buy
621
+517
+497% +$25.4K ﹤0.01% 2535
2021
Q4 		$5K Hold
104
– – ﹤0.01% 2520
2021
Q3 		$5K Hold
104
– – ﹤0.01% 2582
2021
Q2 		$5K Hold
104
– – ﹤0.01% 2501
2021
Q1 		$5K Sell
104
-70
-40% -$3.11K ﹤0.01% 2440
2020
Q4 		$7K Hold
174
– – ﹤0.01% 2215
2020
Q3 		$6K Sell
174
-525
-75% -$18.1K ﹤0.01% 2131
2020
Q2 		$24K Sell
699
-1,070
-60% -$35.5K ﹤0.01% 1503
2020
Q1 		$59K Sell
1,769
-476
-21% -$21.7K 0.01% 1045
2019
Q4 		$115K Sell
2,245
-6,028
-73% -$302K 0.01% 877
2019
Q3 		$403K Buy
+8,273
New +$399K 0.03% 545
2019
Q1 		$646K Sell
13,752
-7,469
-35% -$347K 0.09% 239
2018
Q4 		$904K Sell
21,221
-6,908
-25% -$319K 0.06% 370
2018
Q3 		$1.39M Buy
28,129
+6,652
+31% +$333K 0.06% 341
2018
Q2 		$1.04M Buy
21,477
+17,369
+423% +$817K 0.04% 407
2018
Q1 		$190K Hold
4,108
– – 0.01% 1017
2017
Q4 		$190K Buy
4,108
+72
+2% +$3.36K 0.01% 1022
2017
Q3 		$185K Buy
4,036
+1,427
+55% +$62.4K 0.01% 1189
2017
Q2 		$114K Sell
2,609
-367
-12% -$15.9K ﹤0.01% 1464
2017
Q1 		$128K Sell
2,976
-179
-6% -$7.66K 0.01% 1360
2016
Q4 		$137K Buy
3,155
+2,656
+532% +$107K 0.01% 1258
2016
Q3 		$19K Buy
499
+2
+0.4% +$77 ﹤0.01% 2447
2016
Q2 		$18K Sell
497
-13,255
-96% -$473K ﹤0.01% 2417
2016
Q1 		$646K Buy
13,752
+13,438
+4,280% +$443K 0.09% 239
2015
Q4 		$11K Buy
+314
New +$10.7K ﹤0.01% 2543

Other funds holding XSLV

HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
UBS Group
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
PPA
Painted Porch Advisors Santa Barbara, California $210M AUM 10.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

IFP Advisors's XSLV Position: Q2 2024 in Review

IFP Advisors sold out of Invesco S&P SmallCap Low Volatility ETF (XSLV) in Q2 2024, closing a stake of 220 shares — an estimated $9.73K sold.

IFP Advisors first reported a position in XSLV in Q4 2015 and held it in 30 quarters. The position peaked at $1.39M in Q3 2018. 114 funds tracked by Wall St. Rank hold XSLV as of Q2 2024.

  • IFP Advisors reported no remaining Invesco S&P SmallCap Low Volatility ETF position as of Q2 2024 after selling out during the quarter.
  • IFP Advisors sold 220 Invesco S&P SmallCap Low Volatility ETF shares in Q2 2024, an estimated $9.73K.
  • IFP Advisors first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q4 2015 and held it in 30 quarters.
  • IFP Advisors's Invesco S&P SmallCap Low Volatility ETF position peaked at $1.39M in Q3 2018.
  • 114 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q2 2024.

Based on IFP Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.