Rowland Carmichael Advisors’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

Rowland Carmichael 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
2020 Q4	$8K	Hold	190	–	–	﹤0.01%	355
2020 Q3	$6K	Hold	190	–	–	﹤0.01%	336
2020 Q2	$6K	Hold	190	–	–	﹤0.01%	332
2020 Q1	$6K	Buy	190 +170	+850%	+$7.75K	﹤0.01%	310
2019 Q4	$1K	Hold	20	–	–	﹤0.01%	351
2019 Q3	$1K	Hold	20	–	–	﹤0.01%	350
2019 Q2	$1K	Hold	20	–	–	﹤0.01%	329
2019 Q1	$1K	Hold	20	–	–	﹤0.01%	328
2018 Q4	$1K	Hold	20	–	–	﹤0.01%	298
2018 Q3	$1K	Hold	20	–	–	﹤0.01%	345
2018 Q2	$1K	Buy	+20	New	+$940	﹤0.01%	348

Other funds holding XSLV

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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

AFA

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Rowland Carmichael Advisors's XSLV Position: Q4 2020 in Review

Rowland Carmichael Advisors held its Invesco S&P SmallCap Low Volatility ETF (XSLV) position steady in Q4 2020 at 190 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #355.

Rowland Carmichael Advisors first reported a position in XSLV in Q2 2018 and has held it in 11 quarters since. 166 funds tracked by Wall St. Rank hold XSLV as of Q4 2020.

Rowland Carmichael Advisors held 190 shares of Invesco S&P SmallCap Low Volatility ETF worth $8K as of Q4 2020.
Rowland Carmichael Advisors left its Invesco S&P SmallCap Low Volatility ETF share count unchanged in Q4 2020.
Invesco S&P SmallCap Low Volatility ETF made up ﹤0.01% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #355 holding.
Rowland Carmichael Advisors first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q2 2018 and has held it in 11 quarters since.
166 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.