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Prospera Financial Services’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

Prospera Financial Services’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
Q2 		– Sell
-125
Closed -$6K – 2649
2022
Q1 		$6K Buy
+125
New +$6.13K ﹤0.01% 2237
2020
Q4 		– Sell
-651
Closed -$22K – 1604
2020
Q3 		$22K Buy
+651
New +$22.4K 0.01% 877
2015
Q1 		– Sell
-6,035
Closed -$203K – 355
2014
Q4 		$203K Buy
+6,035
New +$195K 0.05% 268

Other funds holding XSLV

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $2.7B AUM 22.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Prospera Financial Services's XSLV Position: Q2 2022 in Review

Prospera Financial Services sold out of Invesco S&P SmallCap Low Volatility ETF (XSLV) in Q2 2022, closing a stake of 125 shares — an estimated $6K sold.

Prospera Financial Services first reported a position in XSLV in Q4 2014 and held it in 3 quarters. The position peaked at $203K in Q4 2014. 147 funds tracked by Wall St. Rank hold XSLV as of Q2 2022.

  • Prospera Financial Services reported no remaining Invesco S&P SmallCap Low Volatility ETF position as of Q2 2022 after selling out during the quarter.
  • Prospera Financial Services sold 125 Invesco S&P SmallCap Low Volatility ETF shares in Q2 2022, an estimated $6K.
  • Prospera Financial Services first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q4 2014 and held it in 3 quarters.
  • Prospera Financial Services's Invesco S&P SmallCap Low Volatility ETF position peaked at $203K in Q4 2014.
  • 147 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q2 2022.

Based on Prospera Financial Services's 13F filing for Q2 2022, filed 8 Aug 2022.