Sargent Bickham Lagudis’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

Sargent Bickham Lagudis’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 Q2	–	Sell	-88	Closed	-$4K	–	1152
2022 Q1	$4K	Buy	+88	New	+$4.32K	﹤0.01%	832
2020 Q1	–	Sell	-7,600	Closed	-$387K	–	937
2019 Q4	$387K	Hold	7,600	–	–	0.04%	159
2019 Q3	$372K	Hold	7,600	–	–	0.04%	153
2019 Q2	$365K	Hold	7,600	–	–	0.04%	158
2019 Q1	$357K	Hold	7,600	–	–	0.04%	170
2018 Q4	$324K	Hold	7,600	–	–	0.04%	163
2018 Q3	$376K	Buy	7,600 +3,800	+100%	+$190K	0.04%	157
2018 Q2	$184K	Buy	+3,800	New	+$179K	0.02%	212

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

SFS

Sowell Financial Services North Little Rock, Arkansas $2.7B AUM 22.62% 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

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

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

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

BCM

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

Sargent Bickham Lagudis's XSLV Position: Q2 2022 in Review

Sargent Bickham Lagudis sold out of Invesco S&P SmallCap Low Volatility ETF (XSLV) in Q2 2022, closing a stake of 88 shares — an estimated $4K sold.

Sargent Bickham Lagudis first reported a position in XSLV in Q2 2018 and held it in 8 quarters. The position peaked at $387K in Q4 2019. 147 funds tracked by Wall St. Rank hold XSLV as of Q2 2022.

Sargent Bickham Lagudis reported no remaining Invesco S&P SmallCap Low Volatility ETF position as of Q2 2022 after selling out during the quarter.
Sargent Bickham Lagudis sold 88 Invesco S&P SmallCap Low Volatility ETF shares in Q2 2022, an estimated $4K.
Sargent Bickham Lagudis first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q2 2018 and held it in 8 quarters.
Sargent Bickham Lagudis's Invesco S&P SmallCap Low Volatility ETF position peaked at $387K in Q4 2019.
147 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q2 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q2 2022, filed 13 Jul 2022.