National Bank of Canada
XSLV icon

National Bank of Canada’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

National Bank of Canada’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
2024
Q4 		– Sell
-4,478
Closed -$19.3M – 3248
2024
Q3 		$19.3M Buy
+4,478
New +$209K 0.02% 495
2023
Q4 		– Sell
-3,802
Closed -$18.8M – 2915
2023
Q3 		$18.8M Buy
3,802
+1,178
+45% +$48.4K 0.03% 438
2023
Q2 		$18.7M Buy
+2,624
New +$106K 0.03% 375
2023
Q1 		– Sell
-1,193
Closed -$8.7M – 2885
2022
Q4 		$8.7M Sell
1,193
-497
-29% -$22.2K 0.02% 463
2022
Q3 		$12.4M Sell
1,690
-345
-17% -$15.7K 0.07% 310
2022
Q2 		$14.5M Sell
2,035
-560
-22% -$25.7K 0.07% 313
2022
Q1 		$19.4M Sell
2,595
-1,650
-39% -$80.9K 0.06% 303
2021
Q4 		$32.7M Buy
+4,245
New +$213K 0.11% 151

Other funds holding XSLV

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
SWM
Sculati Wealth Management Bloomfield Hills, Michigan $300M AUM 17.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return