PFA
XSLV icon

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