Mariner Independent Advisor Network’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

Mariner Independent Advisor Network’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 Q3	$4.01M	Sell	98,795 -1,946	-2%	-$88.3K	0.17%	139
2022 Q2	$4.51M	Buy	100,741 +86,549	+610%	+$3.98M	0.19%	129
2022 Q1	$699K	Sell	14,192 -1,480	-9%	-$72.6K	0.03%	403
2021 Q4	$820K	Sell	15,672 -251	-2%	-$12.6K	0.04%	354
2021 Q3	$750K	Sell	15,923 -20,218	-56%	-$958K	0.04%	360
2021 Q2	$1.7M	Sell	36,141 -1,173	-3%	-$55K	0.08%	269
2021 Q1	$1.71M	Sell	37,314 -1,978	-5%	-$87.8K	0.09%	230
2020 Q4	$1.6M	Buy	39,292 +23,462	+148%	+$875K	0.09%	238
2020 Q3	$526K	Sell	15,830 -3,982	-20%	-$137K	0.04%	263
2020 Q2	$661K	Sell	19,812 -4,050	-17%	-$134K	0.06%	247
2020 Q1	$734K	Buy	23,862 +278	+1%	+$12.7K	0.07%	245
2019 Q4	$1.2M	Sell	23,584 -3,049	-11%	-$153K	0.09%	232
2019 Q3	$1.28M	Buy	26,633 +1,498	+6%	+$72.2K	0.1%	220
2019 Q2	$1.2M	Buy	25,135 +4,686	+23%	+$223K	0.09%	215
2019 Q1	$966K	Buy	20,449 +2,325	+13%	+$108K	0.08%	233
2018 Q4	$806K	Buy	+18,124	New	+$836K	0.07%	246

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BCM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Mariner Independent Advisor Network's XSLV Position: Q3 2022 in Review

Mariner Independent Advisor Network reduced its Invesco S&P SmallCap Low Volatility ETF (XSLV) stake by 1.9% in Q3 2022, selling an estimated $88.3K and leaving 98,795 shares worth $4.01M. The position accounts for 0.17% of the portfolio, ranked #139.

Mariner Independent Advisor Network first reported a position in XSLV in Q4 2018 and has held it in 16 quarters since. The position peaked at $4.51M in Q2 2022. 138 funds tracked by Wall St. Rank hold XSLV as of Q3 2022.

Mariner Independent Advisor Network held 98,795 shares of Invesco S&P SmallCap Low Volatility ETF worth $4.01M as of Q3 2022.
Mariner Independent Advisor Network sold 1,946 Invesco S&P SmallCap Low Volatility ETF shares in Q3 2022, an estimated $88.3K.
Invesco S&P SmallCap Low Volatility ETF made up 0.17% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #139 holding.
Mariner Independent Advisor Network first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q4 2018 and has held it in 16 quarters since.
Mariner Independent Advisor Network's Invesco S&P SmallCap Low Volatility ETF position peaked at $4.51M in Q2 2022.
138 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.