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Triad Wealth Partners’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

Triad Wealth 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
Q3 		– Sell
-159
Closed -$6.94K – 972
2024
Q2 		$6.94K Buy
+159
New +$6.88K ﹤0.01% 506

Other funds holding XSLV

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PPA
Painted Porch Advisors Santa Barbara, California $210M AUM 10.47% 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
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
SWM
Sculati Wealth Management Bloomfield Hills, Michigan $271M AUM 17.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Triad Wealth Partners's XSLV Position: Q3 2024 in Review

Triad Wealth Partners sold out of Invesco S&P SmallCap Low Volatility ETF (XSLV) in Q3 2024, closing a stake of 159 shares — an estimated $6.94K sold.

Triad Wealth Partners first reported a position in XSLV in Q2 2024 and held it in 1 quarter. The position peaked at $6.94K in Q2 2024. 111 funds tracked by Wall St. Rank hold XSLV as of Q3 2024.

  • Triad Wealth Partners reported no remaining Invesco S&P SmallCap Low Volatility ETF position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 159 Invesco S&P SmallCap Low Volatility ETF shares in Q3 2024, an estimated $6.94K.
  • Triad Wealth Partners first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Invesco S&P SmallCap Low Volatility ETF position peaked at $6.94K in Q2 2024.
  • 111 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.