IHT Wealth Management’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

IHT Wealth Management’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 Q1	–	Sell	-19,504	Closed	-$1.01M	–	879
2020 Q4	$1.01M	Buy	19,504 +381	+2%	+$14.2K	0.08%	241
2020 Q3	$635K	Sell	19,123 -5,652	-23%	-$194K	0.06%	287
2020 Q2	$839K	Sell	24,775 -17,867	-42%	-$593K	0.11%	198
2020 Q1	$1.41M	Buy	42,642 +3,607	+9%	+$164K	0.2%	118
2019 Q4	$1.99M	Buy	+39,035	New	+$1.95M	0.24%	101
2018 Q2	–	Sell	-422	Closed	-$19K	–	1398
2018 Q1	$19K	Buy	422 +122	+41%	+$5.53K	0.01%	1005
2017 Q4	$14K	Buy	300 +250	+500%	+$11.7K	﹤0.01%	1099
2017 Q3	$2K	Hold	50	–	–	﹤0.01%	1246
2017 Q2	$757	Hold	50	–	–	0.37%	67
2017 Q1	$2K	Buy	+50	New	+$2.14K	﹤0.01%	1110

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

BCM

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

IHT Wealth Management's XSLV Position: Q1 2021 in Review

IHT Wealth Management sold out of Invesco S&P SmallCap Low Volatility ETF (XSLV) in Q1 2021, closing a stake of 19,504 shares — an estimated $1.01M sold.

IHT Wealth Management first reported a position in XSLV in Q1 2017 and held it in 10 quarters. The position peaked at $1.99M in Q4 2019. 162 funds tracked by Wall St. Rank hold XSLV as of Q1 2021.

IHT Wealth Management reported no remaining Invesco S&P SmallCap Low Volatility ETF position as of Q1 2021 after selling out during the quarter.
IHT Wealth Management sold 19,504 Invesco S&P SmallCap Low Volatility ETF shares in Q1 2021, an estimated $1.01M.
IHT Wealth Management first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q1 2017 and held it in 10 quarters.
IHT Wealth Management's Invesco S&P SmallCap Low Volatility ETF position peaked at $1.99M in Q4 2019.
162 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q1 2021.

Based on IHT Wealth Management's 13F filing for Q1 2021, filed 18 May 2021.