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

Oak Point 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
2018 Q1	$1.67M	Sell	37,720 -633	-2%	-$28.7K	1.71%	16
2017 Q4	$1.78M	Buy	+38,353	New	+$1.79M	1.75%	14

Other funds holding XSLV

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KFA

Kays Financial Advisory Atlanta, Georgia $624M AUM 9.93% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Oak Point Wealth Management's XSLV Position: Q1 2018 in Review

Oak Point Wealth Management reduced its Invesco S&P SmallCap Low Volatility ETF (XSLV) stake by 1.7% in Q1 2018, selling an estimated $28.7K and leaving 37,720 shares worth $1.67M. The position accounts for 1.71% of the portfolio, ranked #16.

Oak Point Wealth Management first reported a position in XSLV in Q4 2017 and has held it in 2 quarters since. The position peaked at $1.78M in Q4 2017. 116 funds tracked by Wall St. Rank hold XSLV as of Q1 2018.

Oak Point Wealth Management held 37,720 shares of Invesco S&P SmallCap Low Volatility ETF worth $1.67M as of Q1 2018.
Oak Point Wealth Management sold 633 Invesco S&P SmallCap Low Volatility ETF shares in Q1 2018, an estimated $28.7K.
Invesco S&P SmallCap Low Volatility ETF made up 1.71% of Oak Point Wealth Management's portfolio in Q1 2018, its #16 holding.
Oak Point Wealth Management first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q4 2017 and has held it in 2 quarters since.
Oak Point Wealth Management's Invesco S&P SmallCap Low Volatility ETF position peaked at $1.78M in Q4 2017.
116 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.