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

Schneider Downs Wealth Management 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
Q3 		– Sell
-8,952
Closed -$303K – 103
2020
Q2 		$303K Buy
8,952
+905
+11% +$30.1K 0.1% 63
2020
Q1 		$267K Buy
+8,047
New +$367K 0.1% 65

Other funds holding XSLV

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Schneider Downs Wealth Management Advisors's XSLV Position: Q3 2020 in Review

Schneider Downs Wealth Management Advisors sold out of Invesco S&P SmallCap Low Volatility ETF (XSLV) in Q3 2020, closing a stake of 8,952 shares — an estimated $303K sold.

Schneider Downs Wealth Management Advisors first reported a position in XSLV in Q1 2020 and held it in 2 quarters. The position peaked at $303K in Q2 2020. 160 funds tracked by Wall St. Rank hold XSLV as of Q3 2020.

  • Schneider Downs Wealth Management Advisors reported no remaining Invesco S&P SmallCap Low Volatility ETF position as of Q3 2020 after selling out during the quarter.
  • Schneider Downs Wealth Management Advisors sold 8,952 Invesco S&P SmallCap Low Volatility ETF shares in Q3 2020, an estimated $303K.
  • Schneider Downs Wealth Management Advisors first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q1 2020 and held it in 2 quarters.
  • Schneider Downs Wealth Management Advisors's Invesco S&P SmallCap Low Volatility ETF position peaked at $303K in Q2 2020.
  • 160 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q3 2020.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q3 2020, filed 14 Oct 2020.