Mariner Independent Advisor Network’s Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF XRLV Stock Holding History

Mariner Independent Advisor Network’s Portfolio XRLV Stock Details XRLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-15,718	Closed	-$468K	–	392
2020 Q1	$468K	Sell	15,718 -796	-5%	-$30.5K	0.04%	286
2019 Q4	$680K	Buy	16,514 +3,903	+31%	+$156K	0.05%	286
2019 Q3	$491K	Sell	12,611 -5,802	-32%	-$226K	0.04%	316
2019 Q2	$714K	Buy	18,413 +848	+5%	+$31.7K	0.05%	278
2019 Q1	$643K	Buy	17,565 +4,990	+40%	+$174K	0.05%	277
2018 Q4	$415K	Buy	+12,575	New	+$431K	0.04%	311

Other funds holding XRLV

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

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

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return

Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Bank of America

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return