PCS
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Personal CFO Solutions’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

Personal CFO Solutions’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
Q3 		– Sell
-40,072
Closed -$1.36M – 338
2020
Q2 		$1.36M Buy
40,072
+6,311
+19% +$210K 0.4% 58
2020
Q1 		$1.12M Buy
33,761
+1,715
+5% +$78.1K 0.4% 54
2019
Q4 		$1.64M Buy
32,046
+22,420
+233% +$1.12M 0.47% 35
2019
Q3 		$471K Buy
+9,626
New +$464K 0.19% 136

Other funds holding XSLV

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Personal CFO Solutions's XSLV Position: Q3 2020 in Review

Personal CFO Solutions sold out of Invesco S&P SmallCap Low Volatility ETF (XSLV) in Q3 2020, closing a stake of 40,072 shares — an estimated $1.36M sold.

Personal CFO Solutions first reported a position in XSLV in Q3 2019 and held it in 4 quarters. The position peaked at $1.64M in Q4 2019. 160 funds tracked by Wall St. Rank hold XSLV as of Q3 2020.

  • Personal CFO Solutions reported no remaining Invesco S&P SmallCap Low Volatility ETF position as of Q3 2020 after selling out during the quarter.
  • Personal CFO Solutions sold 40,072 Invesco S&P SmallCap Low Volatility ETF shares in Q3 2020, an estimated $1.36M.
  • Personal CFO Solutions first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q3 2019 and held it in 4 quarters.
  • Personal CFO Solutions's Invesco S&P SmallCap Low Volatility ETF position peaked at $1.64M in Q4 2019.
  • 160 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q3 2020.

Based on Personal CFO Solutions's 13F filing for Q3 2020, filed 2 Nov 2020.