M&R Capital Management’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

M&R Capital 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
2018 Q2	–	Sell	-3	Closed	–	–	549
2018 Q1	$0	Buy	+3	New	+$136	﹤0.01%	560

Other funds holding XSLV

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KFA

Kays Financial Advisory Atlanta, Georgia $624M AUM 9.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

M&R Capital Management's XSLV Position: Q2 2018 in Review

M&R Capital Management sold out of Invesco S&P SmallCap Low Volatility ETF (XSLV) in Q2 2018, closing a stake of 3 shares.

M&R Capital Management first reported a position in XSLV in Q1 2018 and held it in 1 quarter. The position peaked at $0 in Q1 2018. 125 funds tracked by Wall St. Rank hold XSLV as of Q2 2018.

M&R Capital Management reported no remaining Invesco S&P SmallCap Low Volatility ETF position as of Q2 2018 after selling out during the quarter.
M&R Capital Management sold 3 Invesco S&P SmallCap Low Volatility ETF shares in Q2 2018.
M&R Capital Management first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q1 2018 and held it in 1 quarter.
M&R Capital Management's Invesco S&P SmallCap Low Volatility ETF position peaked at $0 in Q1 2018.
125 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q2 2018.

Based on M&R Capital Management's 13F filing for Q2 2018, filed 8 Aug 2018.