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

JNBA Financial Advisors’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 Q1	–	Sell	-151	Closed	-$8K	–	864
2021 Q4	$8K	Hold	151	–	–	﹤0.01%	552
2021 Q3	$7K	Sell	151 -149	-50%	-$7.06K	﹤0.01%	556
2021 Q2	$14K	Hold	300	–	–	﹤0.01%	451
2021 Q1	$14K	Hold	300	–	–	﹤0.01%	435
2020 Q4	$12K	Hold	300	–	–	﹤0.01%	428
2020 Q3	$10K	Hold	300	–	–	﹤0.01%	422
2020 Q2	$10K	Hold	300	–	–	﹤0.01%	414
2020 Q1	$10K	Hold	300	–	–	﹤0.01%	386
2019 Q4	$15K	Hold	300	–	–	﹤0.01%	387
2019 Q3	$15K	Hold	300	–	–	﹤0.01%	371
2019 Q2	$14K	Hold	300	–	–	﹤0.01%	400
2019 Q1	$14K	Buy	+300	New	+$13.9K	﹤0.01%	376

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

JNBA Financial Advisors's XSLV Position: Q1 2022 in Review

JNBA Financial Advisors sold out of Invesco S&P SmallCap Low Volatility ETF (XSLV) in Q1 2022, closing a stake of 151 shares — an estimated $8K sold.

JNBA Financial Advisors first reported a position in XSLV in Q1 2019 and held it in 12 quarters. The position peaked at $15K in Q4 2019. 162 funds tracked by Wall St. Rank hold XSLV as of Q1 2022.

JNBA Financial Advisors reported no remaining Invesco S&P SmallCap Low Volatility ETF position as of Q1 2022 after selling out during the quarter.
JNBA Financial Advisors sold 151 Invesco S&P SmallCap Low Volatility ETF shares in Q1 2022, an estimated $8K.
JNBA Financial Advisors first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q1 2019 and held it in 12 quarters.
JNBA Financial Advisors's Invesco S&P SmallCap Low Volatility ETF position peaked at $15K in Q4 2019.
162 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q1 2022.

Based on JNBA Financial Advisors's 13F filing for Q1 2022, filed 29 Apr 2022.