Private Advisory Group’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

Private Advisory Group’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
2018 Q4	–	Sell	-10,573	Closed	-$499K	–	159
2018 Q3	$499K	Buy	+10,573	New	+$529K	0.25%	86
2017 Q1	–	Sell	-9,441	Closed	-$410K	–	164
2016 Q4	$410K	Buy	+9,441	New	+$382K	0.28%	77

Other funds holding XSLV

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

EWM

Executive Wealth Management Brighton, Michigan $1.28B AUM 16.54% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Private Advisory Group's XSLV Position: Q4 2018 in Review

Private Advisory Group sold out of Invesco S&P SmallCap Low Volatility ETF (XSLV) in Q4 2018, closing a stake of 10,573 shares — an estimated $499K sold.

Private Advisory Group first reported a position in XSLV in Q4 2016 and held it in 2 quarters. The position peaked at $499K in Q3 2018. 150 funds tracked by Wall St. Rank hold XSLV as of Q4 2018.

Private Advisory Group reported no remaining Invesco S&P SmallCap Low Volatility ETF position as of Q4 2018 after selling out during the quarter.
Private Advisory Group sold 10,573 Invesco S&P SmallCap Low Volatility ETF shares in Q4 2018, an estimated $499K.
Private Advisory Group first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q4 2016 and held it in 2 quarters.
Private Advisory Group's Invesco S&P SmallCap Low Volatility ETF position peaked at $499K in Q3 2018.
150 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q4 2018.

Based on Private Advisory Group's 13F filing for Q4 2018, filed 11 Feb 2019.