Smart Money Group’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

Smart Money Group’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 Q2	–	Sell	-77,502	Closed	-$2.57M	–	99
2020 Q1	$2.57M	Sell	77,502 -55,476	-42%	-$2.53M	1.8%	15
2019 Q4	$6.77M	Buy	+132,978	New	+$6.65M	3.96%	8
2018 Q3	–	Sell	-122,911	Closed	-$5.94M	–	62
2018 Q2	$5.94M	Buy	122,911 +6,644	+6%	+$312K	5.32%	4
2018 Q1	$5.23M	Buy	116,267 +26,498	+30%	+$1.2M	5.32%	4
2017 Q4	$4.15M	Buy	+89,769	New	+$4.19M	6.46%	5

Other funds holding XSLV

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

AFA

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

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

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

Smart Money Group's XSLV Position: Q2 2020 in Review

Smart Money Group sold out of Invesco S&P SmallCap Low Volatility ETF (XSLV) in Q2 2020, closing a stake of 77,502 shares — an estimated $2.57M sold.

Smart Money Group first reported a position in XSLV in Q4 2017 and held it in 5 quarters. The position peaked at $6.77M in Q4 2019. 172 funds tracked by Wall St. Rank hold XSLV as of Q2 2020.

Smart Money Group reported no remaining Invesco S&P SmallCap Low Volatility ETF position as of Q2 2020 after selling out during the quarter.
Smart Money Group sold 77,502 Invesco S&P SmallCap Low Volatility ETF shares in Q2 2020, an estimated $2.57M.
Smart Money Group first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q4 2017 and held it in 5 quarters.
Smart Money Group's Invesco S&P SmallCap Low Volatility ETF position peaked at $6.77M in Q4 2019.
172 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q2 2020.

Based on Smart Money Group's 13F filing for Q2 2020, filed 29 Jul 2020.