Silicon Valley Capital Partners’s Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF XRLV Stock Holding History

Silicon Valley Capital Partners’s Portfolio XRLV Stock Details XRLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-71,642	Closed	-$2.24M	–	39
2020 Q1	$2.24M	Sell	71,642 -104,550	-59%	-$4.01M	0.9%	13
2019 Q4	$7.26M	Buy	176,192 +128	+0.1%	+$5.11K	2.45%	7
2019 Q3	$6.94M	Sell	176,064 -115,692	-40%	-$4.5M	2.72%	6
2019 Q2	$11.3M	Sell	291,756 -11,631	-4%	-$435K	4.53%	5
2019 Q1	$11M	Sell	303,387 -24,353	-7%	-$850K	4.72%	5
2018 Q4	$10.6M	Buy	+327,740	New	+$11.2M	5.32%	4

Other funds holding XRLV

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Silicon Valley Capital Partners's XRLV Position: Q2 2020 in Review

Silicon Valley Capital Partners sold out of Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF (XRLV) in Q2 2020, closing a stake of 71,642 shares — an estimated $2.24M sold.

Silicon Valley Capital Partners first reported a position in XRLV in Q4 2018 and held it in 6 quarters. The position peaked at $11.3M in Q2 2019. 30 funds tracked by Wall St. Rank hold XRLV as of Q2 2020.

Silicon Valley Capital Partners reported no remaining Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF position as of Q2 2020 after selling out during the quarter.
Silicon Valley Capital Partners sold 71,642 Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF shares in Q2 2020, an estimated $2.24M.
Silicon Valley Capital Partners first reported a position in Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF in Q4 2018 and held it in 6 quarters.
Silicon Valley Capital Partners's Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF position peaked at $11.3M in Q2 2019.
30 funds tracked by Wall St. Rank held Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF as of Q2 2020.

Based on Silicon Valley Capital Partners's 13F filing for Q2 2020, filed 6 Aug 2020.