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

Intrua Financial’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
2022 Q2	–	Sell	-4,306	Closed	-$211K	–	398
2022 Q1	$211K	Hold	4,306	–	–	0.04%	358
2021 Q4	$224K	Hold	4,306	–	–	0.04%	350
2021 Q3	$210K	Hold	4,306	–	–	0.04%	348
2021 Q2	$207K	Buy	+4,306	New	+$202K	0.05%	286

Other funds holding XSLV

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

SFS

Sowell Financial Services North Little Rock, Arkansas $2.7B AUM 22.62% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

BCM

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

Intrua Financial's XSLV Position: Q2 2022 in Review

Intrua Financial sold out of Invesco S&P SmallCap Low Volatility ETF (XSLV) in Q2 2022, closing a stake of 4,306 shares — an estimated $211K sold.

Intrua Financial first reported a position in XSLV in Q2 2021 and held it in 4 quarters. The position peaked at $224K in Q4 2021. 147 funds tracked by Wall St. Rank hold XSLV as of Q2 2022.

Intrua Financial reported no remaining Invesco S&P SmallCap Low Volatility ETF position as of Q2 2022 after selling out during the quarter.
Intrua Financial sold 4,306 Invesco S&P SmallCap Low Volatility ETF shares in Q2 2022, an estimated $211K.
Intrua Financial first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q2 2021 and held it in 4 quarters.
Intrua Financial's Invesco S&P SmallCap Low Volatility ETF position peaked at $224K in Q4 2021.
147 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q2 2022.

Based on Intrua Financial's 13F filing for Q2 2022, filed 12 Aug 2022.