Sanford Advisory Services’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

Sanford Advisory 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 Q4	$4.02M	Sell	89,924 -6,374	-7%	-$285K	0.96%	21
2022 Q3	$3.91M	Buy	96,298 +1,282	+1%	+$58.2K	1.12%	18
2022 Q2	$4.23M	Sell	95,016 -990	-1%	-$45.5K	1.2%	13
2022 Q1	$4.71M	Sell	96,006 -2,258	-2%	-$111K	1.28%	12
2021 Q4	$5.12M	Sell	98,264 -3,405	-3%	-$171K	1.15%	13
2021 Q3	$4.79M	Sell	101,669 -2,804	-3%	-$133K	1.2%	13
2021 Q2	$4.9M	Sell	104,473 -812	-0.8%	-$38.1K	1.26%	12
2021 Q1	$4.83M	Sell	105,285 -43,570	-29%	-$1.93M	1.35%	11
2020 Q4	$6.06M	Buy	+148,855	New	+$5.55M	1.94%	9

Other funds holding XSLV

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Sanford Advisory Services's XSLV Position: Q4 2022 in Review

Sanford Advisory Services reduced its Invesco S&P SmallCap Low Volatility ETF (XSLV) stake by 6.6% in Q4 2022, selling an estimated $285K and leaving 89,924 shares worth $4.02M. The position accounts for 0.96% of the portfolio, ranked #21.

Sanford Advisory Services first reported a position in XSLV in Q4 2020 and has held it in 9 quarters since. The position peaked at $6.06M in Q4 2020. 141 funds tracked by Wall St. Rank hold XSLV as of Q4 2022.

Sanford Advisory Services held 89,924 shares of Invesco S&P SmallCap Low Volatility ETF worth $4.02M as of Q4 2022.
Sanford Advisory Services sold 6,374 Invesco S&P SmallCap Low Volatility ETF shares in Q4 2022, an estimated $285K.
Invesco S&P SmallCap Low Volatility ETF made up 0.96% of Sanford Advisory Services's portfolio in Q4 2022, its #21 holding.
Sanford Advisory Services first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q4 2020 and has held it in 9 quarters since.
Sanford Advisory Services's Invesco S&P SmallCap Low Volatility ETF position peaked at $6.06M in Q4 2020.
141 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q4 2022.

Based on Sanford Advisory Services's 13F filing for Q4 2022, filed 8 Feb 2023.