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

National Wealth Management Group’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
2022
Q1 		– Sell
-10,941
Closed -$570K – 138
2021
Q4 		$570K Buy
+10,941
New +$548K 0.53% 62

Other funds holding XSLV

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

National Wealth Management Group's XSLV Position: Q1 2022 in Review

National Wealth Management Group sold out of Invesco S&P SmallCap Low Volatility ETF (XSLV) in Q1 2022, closing a stake of 10,941 shares — an estimated $570K sold.

National Wealth Management Group first reported a position in XSLV in Q4 2021 and held it in 1 quarter. The position peaked at $570K in Q4 2021. 162 funds tracked by Wall St. Rank hold XSLV as of Q1 2022.

  • National Wealth Management Group reported no remaining Invesco S&P SmallCap Low Volatility ETF position as of Q1 2022 after selling out during the quarter.
  • National Wealth Management Group sold 10,941 Invesco S&P SmallCap Low Volatility ETF shares in Q1 2022, an estimated $570K.
  • National Wealth Management Group first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q4 2021 and held it in 1 quarter.
  • National Wealth Management Group's Invesco S&P SmallCap Low Volatility ETF position peaked at $570K in Q4 2021.
  • 162 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q1 2022.

Based on National Wealth Management Group's 13F filing for Q1 2022, filed 17 Nov 2023.