SWP
XLVS

Stratos Wealth Partners’s POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO XLVS Stock Holding History

Stratos Wealth Partners’s Portfolio XLVS Stock Details XLVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-45
Closed -$5K – 3199
2018
Q1 		$5K Hold
45
– – ﹤0.01% 2652
2017
Q4 		$4K Buy
+45
New +$4K ﹤0.01% 2488

Other funds holding XLVS

NCM
Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return
IC
Inverness Counsel New York $1.8B AUM 9.9% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
CWA
Clarus Wealth Advisors Peoria, Arizona $260M AUM 27.97% 1-Year Est. Return
SFG
SevenBridge Financial Group Harrisburg, Pennsylvania $640M AUM 27.29% 1-Year Est. Return
NR
Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return

Stratos Wealth Partners's XLVS Position: Q2 2018 in Review

Stratos Wealth Partners sold out of POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO (XLVS) in Q2 2018, closing a stake of 45 shares — an estimated $5K sold.

Stratos Wealth Partners first reported a position in XLVS in Q4 2017 and held it in 2 quarters. The position peaked at $5K in Q1 2018. 7 funds tracked by Wall St. Rank hold XLVS as of Q2 2018.

  • Stratos Wealth Partners reported no remaining POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO position as of Q2 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 45 POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO shares in Q2 2018, an estimated $5K.
  • Stratos Wealth Partners first reported a position in POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO in Q4 2017 and held it in 2 quarters.
  • Stratos Wealth Partners's POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO position peaked at $5K in Q1 2018.
  • 7 funds tracked by Wall St. Rank held POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO as of Q2 2018.

Based on Stratos Wealth Partners's 13F filing for Q2 2018, filed 13 Aug 2018.