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Independent Financial Group’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

Independent Financial Group’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
2020
Q2 		– Sell
-13,485
Closed -$447K – 510
2020
Q1 		$447K Buy
+13,485
New +$614K 0.13% 190

Other funds holding XSLV

HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Independent Financial Group's XSLV Position: Q2 2020 in Review

Independent Financial Group sold out of Invesco S&P SmallCap Low Volatility ETF (XSLV) in Q2 2020, closing a stake of 13,485 shares — an estimated $447K sold.

Independent Financial Group first reported a position in XSLV in Q1 2020 and held it in 1 quarter. The position peaked at $447K in Q1 2020. 172 funds tracked by Wall St. Rank hold XSLV as of Q2 2020.

  • Independent Financial Group reported no remaining Invesco S&P SmallCap Low Volatility ETF position as of Q2 2020 after selling out during the quarter.
  • Independent Financial Group sold 13,485 Invesco S&P SmallCap Low Volatility ETF shares in Q2 2020, an estimated $447K.
  • Independent Financial Group first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q1 2020 and held it in 1 quarter.
  • Independent Financial Group's Invesco S&P SmallCap Low Volatility ETF position peaked at $447K in Q1 2020.
  • 172 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q2 2020.

Based on Independent Financial Group's 13F filing for Q2 2020, filed 15 Jun 2026.