LFGH
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Lee Financial Group Hawaii’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

Lee Financial Group Hawaii’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
2018
Q4 		– Sell
-4,747
Closed -$235K – 37
2018
Q3 		$235K Buy
+4,747
New +$238K 0.21% 32

Other funds holding XSLV

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EWM
Executive Wealth Management Brighton, Michigan $1.28B AUM 16.54% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Lee Financial Group Hawaii's XSLV Position: Q4 2018 in Review

Lee Financial Group Hawaii sold out of Invesco S&P SmallCap Low Volatility ETF (XSLV) in Q4 2018, closing a stake of 4,747 shares — an estimated $235K sold.

Lee Financial Group Hawaii first reported a position in XSLV in Q3 2018 and held it in 1 quarter. The position peaked at $235K in Q3 2018. 151 funds tracked by Wall St. Rank hold XSLV as of Q4 2018.

  • Lee Financial Group Hawaii reported no remaining Invesco S&P SmallCap Low Volatility ETF position as of Q4 2018 after selling out during the quarter.
  • Lee Financial Group Hawaii sold 4,747 Invesco S&P SmallCap Low Volatility ETF shares in Q4 2018, an estimated $235K.
  • Lee Financial Group Hawaii first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q3 2018 and held it in 1 quarter.
  • Lee Financial Group Hawaii's Invesco S&P SmallCap Low Volatility ETF position peaked at $235K in Q3 2018.
  • 151 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q4 2018.

Based on Lee Financial Group Hawaii's 13F filing for Q4 2018, filed 29 Jan 2019.