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 Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RJA

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Faithward Advisors Lancaster, Pennsylvania $819M AUM 41.44% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Mariner Independent Advisor Network's XRLV Position: Q2 2020 in Review

Mariner Independent Advisor Network sold out of Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF (XRLV) in Q2 2020, closing a stake of 15,718 shares — an estimated $468K sold.

Mariner Independent Advisor Network first reported a position in XRLV in Q4 2018 and held it in 6 quarters. The position peaked at $714K in Q2 2019. 30 funds tracked by Wall St. Rank hold XRLV as of Q2 2020.

Mariner Independent Advisor Network reported no remaining Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF position as of Q2 2020 after selling out during the quarter.
Mariner Independent Advisor Network sold 15,718 Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF shares in Q2 2020, an estimated $468K.
Mariner Independent Advisor Network first reported a position in Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF in Q4 2018 and held it in 6 quarters.
Mariner Independent Advisor Network's Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF position peaked at $714K in Q2 2019.
30 funds tracked by Wall St. Rank held Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF as of Q2 2020.

Based on Mariner Independent Advisor Network's 13F filing for Q2 2020, filed 3 Aug 2020.