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

Redwood Wealth Management 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
2024 Q3	–	Sell	-1,650	Closed	-$72K	–	1123
2024 Q2	$72K	Buy	+1,650	New	+$71.4K	0.05%	245

Other funds holding XSLV

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

PPA

Painted Porch Advisors Santa Barbara, California $210M AUM 10.47% 1-Year Est. Return

BCM

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ACM

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

SWM

Sculati Wealth Management Bloomfield Hills, Michigan $271M AUM 17.23% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Redwood Wealth Management Group's XSLV Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of Invesco S&P SmallCap Low Volatility ETF (XSLV) in Q3 2024, closing a stake of 1,650 shares — an estimated $72K sold.

Redwood Wealth Management Group first reported a position in XSLV in Q2 2024 and held it in 1 quarter. The position peaked at $72K in Q2 2024. 111 funds tracked by Wall St. Rank hold XSLV as of Q3 2024.

Redwood Wealth Management Group reported no remaining Invesco S&P SmallCap Low Volatility ETF position as of Q3 2024 after selling out during the quarter.
Redwood Wealth Management Group sold 1,650 Invesco S&P SmallCap Low Volatility ETF shares in Q3 2024, an estimated $72K.
Redwood Wealth Management Group first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q2 2024 and held it in 1 quarter.
Redwood Wealth Management Group's Invesco S&P SmallCap Low Volatility ETF position peaked at $72K in Q2 2024.
111 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.