Transamerica Financial Advisors’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

Transamerica Financial Advisors’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
2016 Q2	–	Sell	-2,234	Closed	-$79K	–	712
2016 Q1	$79K	Buy	2,234 +1,760	+371%	+$58K	0.01%	333
2015 Q4	$16K	Hold	474	–	–	﹤0.01%	553
2015 Q3	$16K	Hold	474	–	–	﹤0.01%	526
2015 Q2	$16K	Buy	474 +398	+524%	+$13.3K	﹤0.01%	581
2015 Q1	$3K	Buy	+76	New	+$2.55K	﹤0.01%	746

Other funds holding XSLV

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

RJA

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

Transamerica Financial Advisors's XSLV Position: Q2 2016 in Review

Transamerica Financial Advisors sold out of Invesco S&P SmallCap Low Volatility ETF (XSLV) in Q2 2016, closing a stake of 2,234 shares — an estimated $79K sold.

Transamerica Financial Advisors first reported a position in XSLV in Q1 2015 and held it in 5 quarters. The position peaked at $79K in Q1 2016. 62 funds tracked by Wall St. Rank hold XSLV as of Q2 2016.

Transamerica Financial Advisors reported no remaining Invesco S&P SmallCap Low Volatility ETF position as of Q2 2016 after selling out during the quarter.
Transamerica Financial Advisors sold 2,234 Invesco S&P SmallCap Low Volatility ETF shares in Q2 2016, an estimated $79K.
Transamerica Financial Advisors first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q1 2015 and held it in 5 quarters.
Transamerica Financial Advisors's Invesco S&P SmallCap Low Volatility ETF position peaked at $79K in Q1 2016.
62 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q2 2016.

Based on Transamerica Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.