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Strategic Wealth Partners’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

Strategic Wealth Partners’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
-372
Closed -$17K – 779
2019
Q2 		$17K Buy
+372
New +$17.7K 0.01% 389

Other funds holding XSLV

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Strategic Wealth Partners's XSLV Position: Q3 2019 in Review

Strategic Wealth Partners sold out of Invesco S&P SmallCap Low Volatility ETF (XSLV) in Q3 2019, closing a stake of 372 shares — an estimated $17K sold.

Strategic Wealth Partners first reported a position in XSLV in Q2 2019 and held it in 1 quarter. The position peaked at $17K in Q2 2019. 182 funds tracked by Wall St. Rank hold XSLV as of Q3 2019.

  • Strategic Wealth Partners reported no remaining Invesco S&P SmallCap Low Volatility ETF position as of Q3 2019 after selling out during the quarter.
  • Strategic Wealth Partners sold 372 Invesco S&P SmallCap Low Volatility ETF shares in Q3 2019, an estimated $17K.
  • Strategic Wealth Partners first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q2 2019 and held it in 1 quarter.
  • Strategic Wealth Partners's Invesco S&P SmallCap Low Volatility ETF position peaked at $17K in Q2 2019.
  • 182 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q3 2019.

Based on Strategic Wealth Partners's 13F filing for Q3 2019, filed 28 Oct 2019.