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

LifePlan Financial Group’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
2020 Q3	$184K	Buy	5,553 +161	+3%	+$5.54K	0.08%	138
2020 Q2	$183K	Hold	5,392	–	–	0.08%	130
2020 Q1	$179K	Buy	5,392 +557	+12%	+$25.4K	0.1%	122
2019 Q4	$246K	Buy	4,835 +460	+11%	+$23K	0.11%	119
2019 Q3	$214K	Sell	4,375 -158	-3%	-$7.62K	0.1%	125
2019 Q2	$217K	Buy	4,533 +1,006	+29%	+$48K	0.1%	124
2019 Q1	$166K	Hold	3,527	–	–	0.09%	142
2018 Q4	$150K	Buy	3,527 +567	+19%	+$26.1K	0.09%	142
2018 Q3	$146K	Buy	2,960 +64	+2%	+$3.2K	0.08%	153
2018 Q2	$140K	Buy	2,896 +1,886	+187%	+$88.7K	0.08%	149
2018 Q1	$45K	Buy	+1,010	New	+$45.8K	0.03%	241

Other funds holding XSLV

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

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

AFA

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LifePlan Financial Group's XSLV Position: Q3 2020 in Review

LifePlan Financial Group increased its Invesco S&P SmallCap Low Volatility ETF (XSLV) stake by 3% in Q3 2020, buying an estimated $5.54K and bringing the position to 5,553 shares worth $184K. The position accounts for 0.08% of the portfolio, ranked #138.

LifePlan Financial Group first reported a position in XSLV in Q1 2018 and has held it in 11 quarters since. The position peaked at $246K in Q4 2019. 160 funds tracked by Wall St. Rank hold XSLV as of Q3 2020.

LifePlan Financial Group held 5,553 shares of Invesco S&P SmallCap Low Volatility ETF worth $184K as of Q3 2020.
LifePlan Financial Group bought 161 Invesco S&P SmallCap Low Volatility ETF shares in Q3 2020, an estimated $5.54K.
Invesco S&P SmallCap Low Volatility ETF made up 0.08% of LifePlan Financial Group's portfolio in Q3 2020, its #138 holding.
LifePlan Financial Group first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q1 2018 and has held it in 11 quarters since.
LifePlan Financial Group's Invesco S&P SmallCap Low Volatility ETF position peaked at $246K in Q4 2019.
160 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.