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River Wealth Advisors’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

River Wealth 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
2019
Q1 		– Sell
-550
Closed -$23K – 525
2018
Q4 		$23K Hold
550
– – 0.01% 327
2018
Q3 		$27K Hold
550
– – 0.01% 350
2018
Q2 		$27K Buy
+550
New +$25.9K 0.01% 332

Other funds holding XSLV

HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $38.8B AUM 21.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

River Wealth Advisors's XSLV Position: Q1 2019 in Review

River Wealth Advisors sold out of Invesco S&P SmallCap Low Volatility ETF (XSLV) in Q1 2019, closing a stake of 550 shares — an estimated $23K sold.

River Wealth Advisors first reported a position in XSLV in Q2 2018 and held it in 3 quarters. The position peaked at $27K in Q3 2018. 164 funds tracked by Wall St. Rank hold XSLV as of Q1 2019.

  • River Wealth Advisors reported no remaining Invesco S&P SmallCap Low Volatility ETF position as of Q1 2019 after selling out during the quarter.
  • River Wealth Advisors sold 550 Invesco S&P SmallCap Low Volatility ETF shares in Q1 2019, an estimated $23K.
  • River Wealth Advisors first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q2 2018 and held it in 3 quarters.
  • River Wealth Advisors's Invesco S&P SmallCap Low Volatility ETF position peaked at $27K in Q3 2018.
  • 164 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.