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

Institute for 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
2020
Q1 		– Sell
-4,132
Closed -$210K – 692
2019
Q4 		$210K Buy
+4,132
New +$207K 0.05% 414

Other funds holding XSLV

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Institute for Wealth Management's XSLV Position: Q1 2020 in Review

Institute for Wealth Management sold out of Invesco S&P SmallCap Low Volatility ETF (XSLV) in Q1 2020, closing a stake of 4,132 shares — an estimated $210K sold.

Institute for Wealth Management first reported a position in XSLV in Q4 2019 and held it in 1 quarter. The position peaked at $210K in Q4 2019. 207 funds tracked by Wall St. Rank hold XSLV as of Q1 2020.

  • Institute for Wealth Management reported no remaining Invesco S&P SmallCap Low Volatility ETF position as of Q1 2020 after selling out during the quarter.
  • Institute for Wealth Management sold 4,132 Invesco S&P SmallCap Low Volatility ETF shares in Q1 2020, an estimated $210K.
  • Institute for Wealth Management first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q4 2019 and held it in 1 quarter.
  • Institute for Wealth Management's Invesco S&P SmallCap Low Volatility ETF position peaked at $210K in Q4 2019.
  • 207 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.