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	–	1030
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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Plante Moran Financial Advisors's XSLV Position: Q3 2021 in Review

Plante Moran Financial Advisors sold out of Invesco S&P SmallCap Low Volatility ETF (XSLV) in Q3 2021, closing a stake of 545 shares — an estimated $26K sold.

Plante Moran Financial Advisors first reported a position in XSLV in Q4 2016 and held it in 10 quarters. The position peaked at $33K in Q2 2017. 150 funds tracked by Wall St. Rank hold XSLV as of Q3 2021.

Plante Moran Financial Advisors reported no remaining Invesco S&P SmallCap Low Volatility ETF position as of Q3 2021 after selling out during the quarter.
Plante Moran Financial Advisors sold 545 Invesco S&P SmallCap Low Volatility ETF shares in Q3 2021, an estimated $26K.
Plante Moran Financial Advisors first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q4 2016 and held it in 10 quarters.
Plante Moran Financial Advisors's Invesco S&P SmallCap Low Volatility ETF position peaked at $33K in Q2 2017.
150 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q3 2021.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2021, filed 8 Nov 2021.