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KWMG LLC’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

KWMG LLC’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
2019
Q2 		– Sell
-800
Closed -$38K – 428
2019
Q1 		$38K Hold
800
– – 0.01% 189
2018
Q4 		$34K Buy
+800
New +$36.9K 0.01% 191

Other funds holding XSLV

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

KWMG LLC's XSLV Position: Q2 2019 in Review

KWMG LLC sold out of Invesco S&P SmallCap Low Volatility ETF (XSLV) in Q2 2019, closing a stake of 800 shares — an estimated $38K sold.

KWMG LLC first reported a position in XSLV in Q4 2018 and held it in 2 quarters. The position peaked at $38K in Q1 2019. 176 funds tracked by Wall St. Rank hold XSLV as of Q2 2019.

  • KWMG LLC reported no remaining Invesco S&P SmallCap Low Volatility ETF position as of Q2 2019 after selling out during the quarter.
  • KWMG LLC sold 800 Invesco S&P SmallCap Low Volatility ETF shares in Q2 2019, an estimated $38K.
  • KWMG LLC first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q4 2018 and held it in 2 quarters.
  • KWMG LLC's Invesco S&P SmallCap Low Volatility ETF position peaked at $38K in Q1 2019.
  • 176 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q2 2019.

Based on KWMG LLC's 13F filing for Q2 2019, filed 10 Jul 2019.