Stratos Wealth Partners’s Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF XRLV Stock Holding History

Stratos Wealth 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
2018 Q4	–	Sell	-990	Closed	-$36K	–	2539
2018 Q3	$36K	Buy	+990	New	+$35.2K	﹤0.01%	1616
2018 Q2	–	Sell	-1,777	Closed	-$60K	–	2622
2018 Q1	$60K	Buy	1,777 +282	+19%	+$9.73K	﹤0.01%	1475
2017 Q4	$51K	Buy	+1,495	New	+$49.3K	﹤0.01%	1500

Other funds holding XRLV

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

SVCP

Silicon Valley Capital Partners San Jose, California $1.02B AUM 21.85% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

RJA

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Stratos Wealth Partners's XRLV Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF (XRLV) in Q4 2018, closing a stake of 990 shares — an estimated $36K sold.

Stratos Wealth Partners first reported a position in XRLV in Q4 2017 and held it in 3 quarters. The position peaked at $60K in Q1 2018. 29 funds tracked by Wall St. Rank hold XRLV as of Q4 2018.

Stratos Wealth Partners reported no remaining Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF position as of Q4 2018 after selling out during the quarter.
Stratos Wealth Partners sold 990 Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF shares in Q4 2018, an estimated $36K.
Stratos Wealth Partners first reported a position in Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF in Q4 2017 and held it in 3 quarters.
Stratos Wealth Partners's Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF position peaked at $60K in Q1 2018.
29 funds tracked by Wall St. Rank held Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.