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MassMutual Private Wealth & Trust’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

MassMutual Private Wealth & Trust’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
2019
Q1 		– Sell
-2,000
Closed -$85.3K – 1012
2018
Q4 		$85.3K Hold
2,000
– – 0.01% 381
2018
Q3 		$98.9K Hold
2,000
– – 0.01% 381
2018
Q2 		$96.6K Buy
+2,000
New +$94K 0.01% 378

Other funds holding XSLV

HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MassMutual Private Wealth & Trust's XSLV Position: Q1 2019 in Review

MassMutual Private Wealth & Trust sold out of Invesco S&P SmallCap Low Volatility ETF (XSLV) in Q1 2019, closing a stake of 2,000 shares — an estimated $85.3K sold.

MassMutual Private Wealth & Trust first reported a position in XSLV in Q2 2018 and held it in 3 quarters. The position peaked at $98.9K in Q3 2018. 164 funds tracked by Wall St. Rank hold XSLV as of Q1 2019.

  • MassMutual Private Wealth & Trust reported no remaining Invesco S&P SmallCap Low Volatility ETF position as of Q1 2019 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 2,000 Invesco S&P SmallCap Low Volatility ETF shares in Q1 2019, an estimated $85.3K.
  • MassMutual Private Wealth & Trust first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q2 2018 and held it in 3 quarters.
  • MassMutual Private Wealth & Trust's Invesco S&P SmallCap Low Volatility ETF position peaked at $98.9K in Q3 2018.
  • 164 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q1 2019.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2019, filed 15 May 2019.