MWM
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Minot Wealth Management’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

Minot Wealth Management’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
-138,795
Closed -$7.11M – 137
2019
Q4 		$7.11M Buy
+138,795
New +$6.94M 3.24% 6

Other funds holding XSLV

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Minot Wealth Management's XSLV Position: Q1 2020 in Review

Minot Wealth Management sold out of Invesco S&P SmallCap Low Volatility ETF (XSLV) in Q1 2020, closing a stake of 138,795 shares — an estimated $7.11M sold.

Minot Wealth Management first reported a position in XSLV in Q4 2019 and held it in 1 quarter. The position peaked at $7.11M in Q4 2019. 207 funds tracked by Wall St. Rank hold XSLV as of Q1 2020.

  • Minot Wealth Management reported no remaining Invesco S&P SmallCap Low Volatility ETF position as of Q1 2020 after selling out during the quarter.
  • Minot Wealth Management sold 138,795 Invesco S&P SmallCap Low Volatility ETF shares in Q1 2020, an estimated $7.11M.
  • Minot Wealth Management first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q4 2019 and held it in 1 quarter.
  • Minot Wealth Management's Invesco S&P SmallCap Low Volatility ETF position peaked at $7.11M in Q4 2019.
  • 207 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q1 2020.

Based on Minot Wealth Management's 13F filing for Q1 2020, filed 27 Apr 2020.