Leelyn Smith’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

Leelyn Smith’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	-63	Closed	-$3K	–	411
2021 Q4	$3K	Hold	63	–	–	﹤0.01%	348
2021 Q3	$3K	Hold	63	–	–	﹤0.01%	335
2021 Q2	$3K	Hold	63	–	–	﹤0.01%	332
2021 Q1	$3K	Hold	63	–	–	﹤0.01%	350
2020 Q4	$3K	Sell	63 -408	-87%	-$15.2K	﹤0.01%	330
2020 Q3	$16K	Buy	471 +2	+0.4%	+$69	0.01%	239
2020 Q2	$16K	Buy	469 +2	+0.4%	+$66	0.01%	283
2020 Q1	$15K	Sell	467 -1,605	-77%	-$73.1K	0.01%	220
2019 Q4	$105	Buy	+2,072	New	+$104K	0.05%	154

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

Leelyn Smith's XSLV Position: Q1 2022 in Review

Leelyn Smith sold out of Invesco S&P SmallCap Low Volatility ETF (XSLV) in Q1 2022, closing a stake of 63 shares — an estimated $3K sold.

Leelyn Smith first reported a position in XSLV in Q4 2019 and held it in 9 quarters. The position peaked at $16K in Q3 2020. 162 funds tracked by Wall St. Rank hold XSLV as of Q1 2022.

Leelyn Smith reported no remaining Invesco S&P SmallCap Low Volatility ETF position as of Q1 2022 after selling out during the quarter.
Leelyn Smith sold 63 Invesco S&P SmallCap Low Volatility ETF shares in Q1 2022, an estimated $3K.
Leelyn Smith first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q4 2019 and held it in 9 quarters.
Leelyn Smith's Invesco S&P SmallCap Low Volatility ETF position peaked at $16K in Q3 2020.
162 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q1 2022.

Based on Leelyn Smith's 13F filing for Q1 2022, filed 11 May 2022.