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

Professional 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
2022 Q4	–	Sell	-787	Closed	-$32K	–	479
2022 Q3	$32K	Buy	787 +9	+1%	+$408	0.02%	179
2022 Q2	$35K	Buy	778 +6	+0.8%	+$276	0.02%	180
2022 Q1	$38K	Buy	772 +4	+0.5%	+$196	0.02%	164
2021 Q4	$40K	Hold	768	–	–	0.02%	190
2021 Q3	$36K	Buy	768 +2	+0.3%	+$95	0.02%	163
2021 Q2	$36K	Hold	766	–	–	0.02%	169
2021 Q1	$35K	Buy	766 +2	+0.3%	+$89	0.02%	154
2020 Q4	$31K	Buy	764 +4	+0.5%	+$149	0.02%	156
2020 Q3	$26K	Buy	+760	New	+$26.1K	0.02%	150

Other funds holding XSLV

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

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

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

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

BCM

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Professional Financial Advisors's XSLV Position: Q4 2022 in Review

Professional Financial Advisors sold out of Invesco S&P SmallCap Low Volatility ETF (XSLV) in Q4 2022, closing a stake of 787 shares — an estimated $32K sold.

Professional Financial Advisors first reported a position in XSLV in Q3 2020 and held it in 9 quarters. The position peaked at $40K in Q4 2021. 141 funds tracked by Wall St. Rank hold XSLV as of Q4 2022.

Professional Financial Advisors reported no remaining Invesco S&P SmallCap Low Volatility ETF position as of Q4 2022 after selling out during the quarter.
Professional Financial Advisors sold 787 Invesco S&P SmallCap Low Volatility ETF shares in Q4 2022, an estimated $32K.
Professional Financial Advisors first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q3 2020 and held it in 9 quarters.
Professional Financial Advisors's Invesco S&P SmallCap Low Volatility ETF position peaked at $40K in Q4 2021.
141 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.