SFA
XSLV icon

Sequoia Financial Advisors’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

Sequoia Financial Advisors’s Portfolio XSLV Stock Details XSLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.41M Sell
30,985
-61,405
-66% -$2.8M 0.01% 572
2025
Q1 		$4.27M Sell
92,390
-38,201
-29% -$1.76M 0.03% 294
2024
Q4 		$6.17M Buy
+130,591
New +$6.17M 0.06% 232