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Milestone Advisory Partners’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

Milestone Advisory Partners’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
2020
Q1 		– Sell
-55,799
Closed -$2.84M – 57
2019
Q4 		$2.84M Buy
+55,799
New +$2.79M 1.49% 18
2018
Q4 		– Sell
-146,256
Closed -$7.23M – 50
2018
Q3 		$7.23M Buy
146,256
+6,483
+5% +$324K 5.13% 7
2018
Q2 		$6.75M Buy
+139,773
New +$6.57M 5.02% 7

Other funds holding XSLV

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Milestone Advisory Partners's XSLV Position: Q1 2020 in Review

Milestone Advisory Partners sold out of Invesco S&P SmallCap Low Volatility ETF (XSLV) in Q1 2020, closing a stake of 55,799 shares — an estimated $2.84M sold.

Milestone Advisory Partners first reported a position in XSLV in Q2 2018 and held it in 3 quarters. The position peaked at $7.23M in Q3 2018. 207 funds tracked by Wall St. Rank hold XSLV as of Q1 2020.

  • Milestone Advisory Partners reported no remaining Invesco S&P SmallCap Low Volatility ETF position as of Q1 2020 after selling out during the quarter.
  • Milestone Advisory Partners sold 55,799 Invesco S&P SmallCap Low Volatility ETF shares in Q1 2020, an estimated $2.84M.
  • Milestone Advisory Partners first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q2 2018 and held it in 3 quarters.
  • Milestone Advisory Partners's Invesco S&P SmallCap Low Volatility ETF position peaked at $7.23M in Q3 2018.
  • 207 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q1 2020.

Based on Milestone Advisory Partners's 13F filing for Q1 2020, filed 31 Jul 2020.