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Traction Financial Partners’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

Traction Financial 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
2024
Q1 		– Sell
-6,178
Closed -$273K – 64
2023
Q4 		$273K Buy
+6,178
New +$252K 0.18% 53

Other funds holding XSLV

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UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PPA
Painted Porch Advisors Santa Barbara, California $210M AUM 10.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Traction Financial Partners's XSLV Position: Q1 2024 in Review

Traction Financial Partners sold out of Invesco S&P SmallCap Low Volatility ETF (XSLV) in Q1 2024, closing a stake of 6,178 shares — an estimated $273K sold.

Traction Financial Partners first reported a position in XSLV in Q4 2023 and held it in 1 quarter. The position peaked at $273K in Q4 2023. 120 funds tracked by Wall St. Rank hold XSLV as of Q1 2024.

  • Traction Financial Partners reported no remaining Invesco S&P SmallCap Low Volatility ETF position as of Q1 2024 after selling out during the quarter.
  • Traction Financial Partners sold 6,178 Invesco S&P SmallCap Low Volatility ETF shares in Q1 2024, an estimated $273K.
  • Traction Financial Partners first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q4 2023 and held it in 1 quarter.
  • Traction Financial Partners's Invesco S&P SmallCap Low Volatility ETF position peaked at $273K in Q4 2023.
  • 120 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q1 2024.

Based on Traction Financial Partners's 13F filing for Q1 2024, filed 13 May 2024.