SWP
XRLV

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 – 2540
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
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SVCP
Silicon Valley Capital Partners San Jose, California $1.02B AUM 21.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return