Kelman-Lazarov Inc’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

Kelman-Lazarov Inc’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
2016 Q4	–	Sell	-30	Closed	-$1.15K	–	363
2016 Q3	$1.15K	Hold	30	–	–	﹤0.01%	345
2016 Q2	$1.11K	Hold	30	–	–	﹤0.01%	337
2016 Q1	$1K	Buy	+30	New	+$989	﹤0.01%	343

Other funds holding XSLV

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

MFS

MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return

Kelman-Lazarov Inc's XSLV Position: Q4 2016 in Review

Kelman-Lazarov Inc sold out of Invesco S&P SmallCap Low Volatility ETF (XSLV) in Q4 2016, closing a stake of 30 shares — an estimated $1.15K sold.

Kelman-Lazarov Inc first reported a position in XSLV in Q1 2016 and held it in 3 quarters. The position peaked at $1.15K in Q3 2016. 82 funds tracked by Wall St. Rank hold XSLV as of Q4 2016.

Kelman-Lazarov Inc reported no remaining Invesco S&P SmallCap Low Volatility ETF position as of Q4 2016 after selling out during the quarter.
Kelman-Lazarov Inc sold 30 Invesco S&P SmallCap Low Volatility ETF shares in Q4 2016, an estimated $1.15K.
Kelman-Lazarov Inc first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q1 2016 and held it in 3 quarters.
Kelman-Lazarov Inc's Invesco S&P SmallCap Low Volatility ETF position peaked at $1.15K in Q3 2016.
82 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q4 2016.

Based on Kelman-Lazarov Inc's 13F filing for Q4 2016, filed 17 Jan 2017.