McKinley Carter Wealth Services’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

McKinley Carter Wealth Services’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
2021 Q4	–	Sell	-4,485	Closed	-$211K	–	297
2021 Q3	$211K	Sell	4,485 -418	-9%	-$19.8K	0.02%	276
2021 Q2	$230K	Sell	4,903 -1	-0%	-$47	0.02%	265
2021 Q1	$225K	Sell	4,904 -328	-6%	-$14.6K	0.02%	271
2020 Q4	$213K	Buy	+5,232	New	+$195K	0.03%	246

Other funds holding XSLV

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

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

McKinley Carter Wealth Services's XSLV Position: Q4 2021 in Review

McKinley Carter Wealth Services sold out of Invesco S&P SmallCap Low Volatility ETF (XSLV) in Q4 2021, closing a stake of 4,485 shares — an estimated $211K sold.

McKinley Carter Wealth Services first reported a position in XSLV in Q4 2020 and held it in 4 quarters. The position peaked at $230K in Q2 2021. 172 funds tracked by Wall St. Rank hold XSLV as of Q4 2021.

McKinley Carter Wealth Services reported no remaining Invesco S&P SmallCap Low Volatility ETF position as of Q4 2021 after selling out during the quarter.
McKinley Carter Wealth Services sold 4,485 Invesco S&P SmallCap Low Volatility ETF shares in Q4 2021, an estimated $211K.
McKinley Carter Wealth Services first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q4 2020 and held it in 4 quarters.
McKinley Carter Wealth Services's Invesco S&P SmallCap Low Volatility ETF position peaked at $230K in Q2 2021.
172 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q4 2021.

Based on McKinley Carter Wealth Services's 13F filing for Q4 2021, filed 7 Feb 2022.