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

Sequoia Wealth Management’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
2019 Q3	–	Sell	-202,616	Closed	-$9.66M	–	67
2019 Q2	$9.66M	Buy	202,616 +7,717	+4%	+$368K	9.15%	5
2019 Q1	$9.15M	Buy	194,899 +8,139	+4%	+$378K	7.42%	5
2018 Q4	$7.96M	Buy	186,760 +7,050	+4%	+$325K	7.89%	5
2018 Q3	$8.9M	Buy	179,710 +242	+0.1%	+$12.1K	7.64%	4
2018 Q2	$8.74M	Buy	179,468 +8,685	+5%	+$408K	9.28%	4
2018 Q1	$7.69M	Buy	170,783 +7,629	+5%	+$346K	7.43%	6
2017 Q4	$7.55M	Buy	+163,154	New	+$7.61M	6.82%	6

Other funds holding XSLV

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Sequoia Wealth Management's XSLV Position: Q3 2019 in Review

Sequoia Wealth Management sold out of Invesco S&P SmallCap Low Volatility ETF (XSLV) in Q3 2019, closing a stake of 202,616 shares — an estimated $9.66M sold.

Sequoia Wealth Management first reported a position in XSLV in Q4 2017 and held it in 7 quarters. The position peaked at $9.66M in Q2 2019. 182 funds tracked by Wall St. Rank hold XSLV as of Q3 2019.

Sequoia Wealth Management reported no remaining Invesco S&P SmallCap Low Volatility ETF position as of Q3 2019 after selling out during the quarter.
Sequoia Wealth Management sold 202,616 Invesco S&P SmallCap Low Volatility ETF shares in Q3 2019, an estimated $9.66M.
Sequoia Wealth Management first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q4 2017 and held it in 7 quarters.
Sequoia Wealth Management's Invesco S&P SmallCap Low Volatility ETF position peaked at $9.66M in Q2 2019.
182 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q3 2019.

Based on Sequoia Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.