Lake Point Wealth Management’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

Lake Point Wealth Management’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
2021 Q4	–	Sell	-149	Closed	-$7K	–	496
2021 Q3	$7K	Buy	+149	New	+$7.06K	﹤0.01%	215
2020 Q1	–	Sell	-647	Closed	-$33K	–	480
2019 Q4	$33K	Buy	+647	New	+$32.4K	0.01%	156
2019 Q2	$31K	Hold	647	–	–	0.01%	199
2019 Q1	$31K	Hold	647	–	–	0.01%	199
2018 Q4	$28K	Buy	+647	New	+$29.8K	0.01%	312

Other funds holding XSLV

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Lake Point Wealth Management's XSLV Position: Q4 2021 in Review

Lake Point Wealth Management sold out of Invesco S&P SmallCap Low Volatility ETF (XSLV) in Q4 2021, closing a stake of 149 shares — an estimated $7K sold.

Lake Point Wealth Management first reported a position in XSLV in Q4 2018 and held it in 5 quarters. The position peaked at $33K in Q4 2019. 172 funds tracked by Wall St. Rank hold XSLV as of Q4 2021.

Lake Point Wealth Management reported no remaining Invesco S&P SmallCap Low Volatility ETF position as of Q4 2021 after selling out during the quarter.
Lake Point Wealth Management sold 149 Invesco S&P SmallCap Low Volatility ETF shares in Q4 2021, an estimated $7K.
Lake Point Wealth Management first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q4 2018 and held it in 5 quarters.
Lake Point Wealth Management's Invesco S&P SmallCap Low Volatility ETF position peaked at $33K in Q4 2019.
172 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q4 2021.

Based on Lake Point Wealth Management's 13F filing for Q4 2021, filed 23 Feb 2022.