Parkside Financial Bank & Trust’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

Parkside Financial Bank & Trust’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
2020 Q2	–	Sell	-100	Closed	-$3K	–	1721
2020 Q1	$3K	Buy	+100	New	+$4.56K	﹤0.01%	1045
2019 Q3	–	Sell	-1,167	Closed	-$56K	–	1669
2019 Q2	$56K	Hold	1,167	–	–	0.02%	381
2019 Q1	$55K	Hold	1,167	–	–	0.02%	366
2018 Q4	$50K	Hold	1,167	–	–	0.02%	360
2018 Q3	$58K	Hold	1,167	–	–	0.02%	343
2018 Q2	$56K	Hold	1,167	–	–	0.02%	333
2018 Q1	$53K	Hold	1,167	–	–	0.02%	336
2017 Q4	$54K	Hold	1,167	–	–	0.02%	345
2017 Q3	$54K	Buy	+1,167	New	+$51.1K	0.02%	333

Other funds holding XSLV

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

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

AFA

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 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

Parkside Financial Bank & Trust's XSLV Position: Q2 2020 in Review

Parkside Financial Bank & Trust sold out of Invesco S&P SmallCap Low Volatility ETF (XSLV) in Q2 2020, closing a stake of 100 shares — an estimated $3K sold.

Parkside Financial Bank & Trust first reported a position in XSLV in Q3 2017 and held it in 9 quarters. The position peaked at $58K in Q3 2018. 172 funds tracked by Wall St. Rank hold XSLV as of Q2 2020.

Parkside Financial Bank & Trust reported no remaining Invesco S&P SmallCap Low Volatility ETF position as of Q2 2020 after selling out during the quarter.
Parkside Financial Bank & Trust sold 100 Invesco S&P SmallCap Low Volatility ETF shares in Q2 2020, an estimated $3K.
Parkside Financial Bank & Trust first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q3 2017 and held it in 9 quarters.
Parkside Financial Bank & Trust's Invesco S&P SmallCap Low Volatility ETF position peaked at $58K in Q3 2018.
172 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q2 2020.

Based on Parkside Financial Bank & Trust's 13F filing for Q2 2020, filed 10 Aug 2020.