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

Silicon Hills 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
2020 Q4	–	Sell	-15,720	Closed	-$522K	–	86
2020 Q3	$522K	Sell	15,720 -1,586	-9%	-$54.6K	0.54%	49
2020 Q2	$586K	Buy	+17,306	New	+$575K	0.7%	39

Other funds holding XSLV

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

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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

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

AFA

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Silicon Hills Wealth Management's XSLV Position: Q4 2020 in Review

Silicon Hills Wealth Management sold out of Invesco S&P SmallCap Low Volatility ETF (XSLV) in Q4 2020, closing a stake of 15,720 shares — an estimated $522K sold.

Silicon Hills Wealth Management first reported a position in XSLV in Q2 2020 and held it in 2 quarters. The position peaked at $586K in Q2 2020. 166 funds tracked by Wall St. Rank hold XSLV as of Q4 2020.

Silicon Hills Wealth Management reported no remaining Invesco S&P SmallCap Low Volatility ETF position as of Q4 2020 after selling out during the quarter.
Silicon Hills Wealth Management sold 15,720 Invesco S&P SmallCap Low Volatility ETF shares in Q4 2020, an estimated $522K.
Silicon Hills Wealth Management first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q2 2020 and held it in 2 quarters.
Silicon Hills Wealth Management's Invesco S&P SmallCap Low Volatility ETF position peaked at $586K in Q2 2020.
166 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q4 2020.

Based on Silicon Hills Wealth Management's 13F filing for Q4 2020, filed 10 Feb 2021.