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

Prime Capital 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
2021
Q3 		– Sell
-7,092
Closed -$333K – 400
2021
Q2 		$333K Buy
+7,092
New +$332K 0.02% 295

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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 $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Prime Capital Investment Advisors's XSLV Position: Q3 2021 in Review

Prime Capital Investment Advisors sold out of Invesco S&P SmallCap Low Volatility ETF (XSLV) in Q3 2021, closing a stake of 7,092 shares — an estimated $333K sold.

Prime Capital Investment Advisors first reported a position in XSLV in Q2 2021 and held it in 1 quarter. The position peaked at $333K in Q2 2021. 150 funds tracked by Wall St. Rank hold XSLV as of Q3 2021.

  • Prime Capital Investment Advisors reported no remaining Invesco S&P SmallCap Low Volatility ETF position as of Q3 2021 after selling out during the quarter.
  • Prime Capital Investment Advisors sold 7,092 Invesco S&P SmallCap Low Volatility ETF shares in Q3 2021, an estimated $333K.
  • Prime Capital Investment Advisors first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q2 2021 and held it in 1 quarter.
  • Prime Capital Investment Advisors's Invesco S&P SmallCap Low Volatility ETF position peaked at $333K in Q2 2021.
  • 150 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q3 2021.

Based on Prime Capital Investment Advisors's 13F filing for Q3 2021, filed 9 Nov 2021.