RWM
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Raffa Wealth Management’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

Raffa Wealth Management’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
2019
Q1 		– Sell
-25,620
Closed -$1.09M – 750
2018
Q4 		$1.09M Sell
25,620
-10,020
-28% -$462K 0.42% 24
2018
Q3 		$1.76M Buy
+35,640
New +$1.78M 0.62% 19

Other funds holding XSLV

HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raffa Wealth Management's XSLV Position: Q1 2019 in Review

Raffa Wealth Management sold out of Invesco S&P SmallCap Low Volatility ETF (XSLV) in Q1 2019, closing a stake of 25,620 shares — an estimated $1.09M sold.

Raffa Wealth Management first reported a position in XSLV in Q3 2018 and held it in 2 quarters. The position peaked at $1.76M in Q3 2018. 164 funds tracked by Wall St. Rank hold XSLV as of Q1 2019.

  • Raffa Wealth Management reported no remaining Invesco S&P SmallCap Low Volatility ETF position as of Q1 2019 after selling out during the quarter.
  • Raffa Wealth Management sold 25,620 Invesco S&P SmallCap Low Volatility ETF shares in Q1 2019, an estimated $1.09M.
  • Raffa Wealth Management first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q3 2018 and held it in 2 quarters.
  • Raffa Wealth Management's Invesco S&P SmallCap Low Volatility ETF position peaked at $1.76M in Q3 2018.
  • 164 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q1 2019.

Based on Raffa Wealth Management's 13F filing for Q1 2019, filed 27 Jul 2026.