IP
XSLV icon

Investment Partners’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

Investment Partners’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
2015
Q2 		– Sell
-1,148
Closed -$38K – 148
2015
Q1 		$38K Buy
+1,148
New +$38.6K 0.04% 124

Other funds holding XSLV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Investment Partners's XSLV Position: Q2 2015 in Review

Investment Partners sold out of Invesco S&P SmallCap Low Volatility ETF (XSLV) in Q2 2015, closing a stake of 1,148 shares — an estimated $38K sold.

Investment Partners first reported a position in XSLV in Q1 2015 and held it in 1 quarter. The position peaked at $38K in Q1 2015. 26 funds tracked by Wall St. Rank hold XSLV as of Q2 2015.

  • Investment Partners reported no remaining Invesco S&P SmallCap Low Volatility ETF position as of Q2 2015 after selling out during the quarter.
  • Investment Partners sold 1,148 Invesco S&P SmallCap Low Volatility ETF shares in Q2 2015, an estimated $38K.
  • Investment Partners first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q1 2015 and held it in 1 quarter.
  • Investment Partners's Invesco S&P SmallCap Low Volatility ETF position peaked at $38K in Q1 2015.
  • 26 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q2 2015.

Based on Investment Partners's 13F filing for Q2 2015, filed 28 Jul 2015.