Nations Financial Group’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

Nations Financial 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 Q2	–	Sell	-9,186	Closed	-$450K	–	568
2022 Q1	$450K	Buy	9,186 +12	+0.1%	+$589	0.05%	338
2021 Q4	$478K	Sell	9,174 -417	-4%	-$20.9K	0.06%	299
2021 Q3	$452K	Sell	9,591 -454	-5%	-$21.5K	0.07%	277
2021 Q2	$471K	Buy	10,045 +555	+6%	+$26K	0.08%	266
2021 Q1	$436K	Sell	9,490 -1,633	-15%	-$72.5K	0.1%	238
2020 Q4	$453K	Sell	11,123 -11,404	-51%	-$425K	0.12%	207
2020 Q3	$748K	Sell	22,527 -1,780	-7%	-$61.2K	0.23%	133
2020 Q2	$823K	Buy	24,307 +867	+4%	+$28.8K	0.29%	100
2020 Q1	$777K	Buy	23,440 +740	+3%	+$33.7K	0.33%	86
2019 Q4	$1.16M	Buy	22,700 +678	+3%	+$33.9K	0.4%	70
2019 Q3	$1.11M	Buy	+22,022	New	+$1.06M	0.4%	68

Other funds holding XSLV

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SFS

Sowell Financial Services North Little Rock, Arkansas $2.7B AUM 22.62% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Nations Financial Group's XSLV Position: Q2 2022 in Review

Nations Financial Group sold out of Invesco S&P SmallCap Low Volatility ETF (XSLV) in Q2 2022, closing a stake of 9,186 shares — an estimated $450K sold.

Nations Financial Group first reported a position in XSLV in Q3 2019 and held it in 11 quarters. The position peaked at $1.16M in Q4 2019. 147 funds tracked by Wall St. Rank hold XSLV as of Q2 2022.

Nations Financial Group reported no remaining Invesco S&P SmallCap Low Volatility ETF position as of Q2 2022 after selling out during the quarter.
Nations Financial Group sold 9,186 Invesco S&P SmallCap Low Volatility ETF shares in Q2 2022, an estimated $450K.
Nations Financial Group first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q3 2019 and held it in 11 quarters.
Nations Financial Group's Invesco S&P SmallCap Low Volatility ETF position peaked at $1.16M in Q4 2019.
147 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q2 2022.

Based on Nations Financial Group's 13F filing for Q2 2022, filed 15 Aug 2022.