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Investors Asset Management of Georgia’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

Investors Asset Management of Georgia’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
Q4 		– Sell
-650
Closed -$26K – 543
2022
Q3 		$26K Hold
650
– – 0.01% 381
2022
Q2 		$29K Buy
+650
New +$29.9K 0.02% 312

Other funds holding XSLV

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Investors Asset Management of Georgia's XSLV Position: Q4 2022 in Review

Investors Asset Management of Georgia sold out of Invesco S&P SmallCap Low Volatility ETF (XSLV) in Q4 2022, closing a stake of 650 shares — an estimated $26K sold.

Investors Asset Management of Georgia first reported a position in XSLV in Q2 2022 and held it in 2 quarters. The position peaked at $29K in Q2 2022. 141 funds tracked by Wall St. Rank hold XSLV as of Q4 2022.

  • Investors Asset Management of Georgia reported no remaining Invesco S&P SmallCap Low Volatility ETF position as of Q4 2022 after selling out during the quarter.
  • Investors Asset Management of Georgia sold 650 Invesco S&P SmallCap Low Volatility ETF shares in Q4 2022, an estimated $26K.
  • Investors Asset Management of Georgia first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q2 2022 and held it in 2 quarters.
  • Investors Asset Management of Georgia's Invesco S&P SmallCap Low Volatility ETF position peaked at $29K in Q2 2022.
  • 141 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q4 2022.

Based on Investors Asset Management of Georgia's 13F filing for Q4 2022, filed 2 Feb 2023.