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Pinion Investment Advisors’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

Pinion Investment Advisors’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
Q4 		– Sell
-15,431
Closed -$522K – 142
2020
Q3 		$522K Hold
15,431
– – 0.79% 48
2020
Q2 		$522K Buy
15,431
+3,879
+34% +$129K 0.79% 48
2020
Q1 		$383K Buy
+11,552
New +$526K 0.82% 58

Other funds holding XSLV

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 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
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Pinion Investment Advisors's XSLV Position: Q4 2020 in Review

Pinion Investment Advisors sold out of Invesco S&P SmallCap Low Volatility ETF (XSLV) in Q4 2020, closing a stake of 15,431 shares — an estimated $522K sold.

Pinion Investment Advisors first reported a position in XSLV in Q1 2020 and held it in 3 quarters. The position peaked at $522K in Q3 2020. 166 funds tracked by Wall St. Rank hold XSLV as of Q4 2020.

  • Pinion Investment Advisors reported no remaining Invesco S&P SmallCap Low Volatility ETF position as of Q4 2020 after selling out during the quarter.
  • Pinion Investment Advisors sold 15,431 Invesco S&P SmallCap Low Volatility ETF shares in Q4 2020, an estimated $522K.
  • Pinion Investment Advisors first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q1 2020 and held it in 3 quarters.
  • Pinion Investment Advisors's Invesco S&P SmallCap Low Volatility ETF position peaked at $522K in Q3 2020.
  • 166 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q4 2020.

Based on Pinion Investment Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.