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Plante Moran Financial Advisors’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

Plante Moran Financial 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
2021
Q3 		– Sell
-545
Closed -$26K – 1034
2021
Q2 		$26K Hold
545
– – 0.01% 514
2021
Q1 		$25K Sell
545
-43
-7% -$1.91K 0.01% 505
2020
Q4 		$24K Hold
588
– – 0.01% 495
2020
Q3 		$20K Buy
588
+103
+21% +$3.54K 0.01% 500
2020
Q2 		$16K Buy
485
+106
+28% +$3.52K 0.01% 472
2020
Q1 		$13K Buy
379
+12
+3% +$547 0.01% 470
2019
Q4 		$19K Buy
+367
New +$18.4K 0.01% 473
2017
Q3 		– Sell
-762
Closed -$33K – 875
2017
Q2 		$33K Buy
762
+98
+15% +$4.24K 0.02% 390
2017
Q1 		$28K Buy
664
+37
+6% +$1.58K 0.02% 426
2016
Q4 		$27K Buy
+627
New +$25.4K 0.02% 438

Other funds holding XSLV

Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $45.5B AUM 21.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $8.75B AUM 16.46% 1-Year Est. Return