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Tucker Asset Management’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

Tucker Asset Management’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
2023
Q4 		– Sell
-15
Closed -$592 – 1567
2023
Q3 		$592 Buy
+15
New +$616 ﹤0.01% 1238

Other funds holding XSLV

TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PPA
Painted Porch Advisors Santa Barbara, California $210M AUM 10.47% 1-Year Est. Return

Tucker Asset Management's XSLV Position: Q4 2023 in Review

Tucker Asset Management sold out of Invesco S&P SmallCap Low Volatility ETF (XSLV) in Q4 2023, closing a stake of 15 shares — an estimated $592 sold.

Tucker Asset Management first reported a position in XSLV in Q3 2023 and held it in 1 quarter. The position peaked at $592 in Q3 2023. 131 funds tracked by Wall St. Rank hold XSLV as of Q4 2023.

  • Tucker Asset Management reported no remaining Invesco S&P SmallCap Low Volatility ETF position as of Q4 2023 after selling out during the quarter.
  • Tucker Asset Management sold 15 Invesco S&P SmallCap Low Volatility ETF shares in Q4 2023, an estimated $592.
  • Tucker Asset Management first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q3 2023 and held it in 1 quarter.
  • Tucker Asset Management's Invesco S&P SmallCap Low Volatility ETF position peaked at $592 in Q3 2023.
  • 131 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q4 2023.

Based on Tucker Asset Management's 13F filing for Q4 2023, filed 4 Mar 2024.