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

Valeo 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
2020 Q2	–	Sell	-50	Closed	-$2K	–	2178
2020 Q1	$2K	Hold	50	–	–	﹤0.01%	1591
2019 Q4	$3K	Hold	50	–	–	﹤0.01%	1420
2019 Q3	$2K	Hold	50	–	–	﹤0.01%	1419
2019 Q2	$2K	Hold	50	–	–	﹤0.01%	1441
2019 Q1	$2K	Hold	50	–	–	﹤0.01%	1401
2018 Q4	$2K	Hold	50	–	–	﹤0.01%	1330
2018 Q3	$2K	Buy	+50	New	+$2.5K	﹤0.01%	1528

Other funds holding XSLV

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

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

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

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

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

AFA

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 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

Valeo Financial Advisors's XSLV Position: Q2 2020 in Review

Valeo Financial Advisors sold out of Invesco S&P SmallCap Low Volatility ETF (XSLV) in Q2 2020, closing a stake of 50 shares — an estimated $2K sold.

Valeo Financial Advisors first reported a position in XSLV in Q3 2018 and held it in 7 quarters. The position peaked at $3K in Q4 2019. 172 funds tracked by Wall St. Rank hold XSLV as of Q2 2020.

Valeo Financial Advisors reported no remaining Invesco S&P SmallCap Low Volatility ETF position as of Q2 2020 after selling out during the quarter.
Valeo Financial Advisors sold 50 Invesco S&P SmallCap Low Volatility ETF shares in Q2 2020, an estimated $2K.
Valeo Financial Advisors first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q3 2018 and held it in 7 quarters.
Valeo Financial Advisors's Invesco S&P SmallCap Low Volatility ETF position peaked at $3K in Q4 2019.
172 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q2 2020.

Based on Valeo Financial Advisors's 13F filing for Q2 2020, filed 20 Jul 2020.