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Moneta Group Investment Advisors’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

Moneta Group Investment Advisors’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
2018
Q2 		– Sell
-250
Closed -$11K – 646
2018
Q1 		$11K Buy
+250
New +$11.3K ﹤0.01% 457

Other funds holding XSLV

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KFA
Kays Financial Advisory Atlanta, Georgia $624M AUM 9.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Moneta Group Investment Advisors's XSLV Position: Q2 2018 in Review

Moneta Group Investment Advisors sold out of Invesco S&P SmallCap Low Volatility ETF (XSLV) in Q2 2018, closing a stake of 250 shares — an estimated $11K sold.

Moneta Group Investment Advisors first reported a position in XSLV in Q1 2018 and held it in 1 quarter. The position peaked at $11K in Q1 2018. 125 funds tracked by Wall St. Rank hold XSLV as of Q2 2018.

  • Moneta Group Investment Advisors reported no remaining Invesco S&P SmallCap Low Volatility ETF position as of Q2 2018 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 250 Invesco S&P SmallCap Low Volatility ETF shares in Q2 2018, an estimated $11K.
  • Moneta Group Investment Advisors first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q1 2018 and held it in 1 quarter.
  • Moneta Group Investment Advisors's Invesco S&P SmallCap Low Volatility ETF position peaked at $11K in Q1 2018.
  • 125 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q2 2018.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.