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

United Capital 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
2021 Q2	–	Sell	-6,187	Closed	-$284K	–	1262
2021 Q1	$284K	Sell	6,187 -400	-6%	-$17.8K	﹤0.01%	999
2020 Q4	$268K	Buy	6,587 +70	+1%	+$2.61K	﹤0.01%	1036
2020 Q3	$216K	Sell	6,517 -665	-9%	-$22.9K	﹤0.01%	1055
2020 Q2	$243K	Sell	7,182 -3,403	-32%	-$113K	﹤0.01%	1044
2020 Q1	$351K	Buy	10,585 +73	+0.7%	+$3.33K	﹤0.01%	940
2019 Q4	$535K	Buy	10,512 +6,309	+150%	+$316K	﹤0.01%	970
2019 Q3	$205K	Buy	+4,203	New	+$203K	﹤0.01%	1193
2017 Q1	–	Sell	-4,764	Closed	-$207K	–	1294
2016 Q4	$207K	Buy	+4,764	New	+$193K	﹤0.01%	1175

Other funds holding XSLV

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

United Capital Financial Advisors's XSLV Position: Q2 2021 in Review

United Capital Financial Advisors sold out of Invesco S&P SmallCap Low Volatility ETF (XSLV) in Q2 2021, closing a stake of 6,187 shares — an estimated $284K sold.

United Capital Financial Advisors first reported a position in XSLV in Q4 2016 and held it in 8 quarters. The position peaked at $535K in Q4 2019. 160 funds tracked by Wall St. Rank hold XSLV as of Q2 2021.

United Capital Financial Advisors reported no remaining Invesco S&P SmallCap Low Volatility ETF position as of Q2 2021 after selling out during the quarter.
United Capital Financial Advisors sold 6,187 Invesco S&P SmallCap Low Volatility ETF shares in Q2 2021, an estimated $284K.
United Capital Financial Advisors first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q4 2016 and held it in 8 quarters.
United Capital Financial Advisors's Invesco S&P SmallCap Low Volatility ETF position peaked at $535K in Q4 2019.
160 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q2 2021.

Based on United Capital Financial Advisors's 13F filing for Q2 2021, filed 13 Aug 2021.