V Wealth Advisors’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

V Wealth 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
2022 Q2	–	Sell	-9,161	Closed	-$449K	–	473
2022 Q1	$449K	Sell	9,161 -325	-3%	-$15.9K	0.07%	265
2021 Q4	$494K	Sell	9,486 -229	-2%	-$11.5K	0.07%	254
2021 Q3	$458K	Sell	9,715 -481	-5%	-$22.8K	0.07%	280
2021 Q2	$478K	Sell	10,196 -17	-0.2%	-$797	0.08%	282
2021 Q1	$469K	Buy	+10,213	New	+$453K	0.09%	258

Other funds holding XSLV

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

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

SFS

Sowell Financial Services North Little Rock, Arkansas $2.7B AUM 22.62% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

V Wealth Advisors's XSLV Position: Q2 2022 in Review

V Wealth Advisors sold out of Invesco S&P SmallCap Low Volatility ETF (XSLV) in Q2 2022, closing a stake of 9,161 shares — an estimated $449K sold.

V Wealth Advisors first reported a position in XSLV in Q1 2021 and held it in 5 quarters. The position peaked at $494K in Q4 2021. 147 funds tracked by Wall St. Rank hold XSLV as of Q2 2022.

V Wealth Advisors reported no remaining Invesco S&P SmallCap Low Volatility ETF position as of Q2 2022 after selling out during the quarter.
V Wealth Advisors sold 9,161 Invesco S&P SmallCap Low Volatility ETF shares in Q2 2022, an estimated $449K.
V Wealth Advisors first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q1 2021 and held it in 5 quarters.
V Wealth Advisors's Invesco S&P SmallCap Low Volatility ETF position peaked at $494K in Q4 2021.
147 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q2 2022.

Based on V Wealth Advisors's 13F filing for Q2 2022, filed 27 Jul 2022.