VA
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Valmark Advisers’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

Valmark Advisers’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
-30,236
Closed -$1M – 285
2020
Q1 		$1M Buy
+30,236
New +$1.38M 0.03% 96

Other funds holding XSLV

HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
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
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

Valmark Advisers's XSLV Position: Q2 2020 in Review

Valmark Advisers sold out of Invesco S&P SmallCap Low Volatility ETF (XSLV) in Q2 2020, closing a stake of 30,236 shares — an estimated $1M sold.

Valmark Advisers first reported a position in XSLV in Q1 2020 and held it in 1 quarter. The position peaked at $1M in Q1 2020. 172 funds tracked by Wall St. Rank hold XSLV as of Q2 2020.

  • Valmark Advisers reported no remaining Invesco S&P SmallCap Low Volatility ETF position as of Q2 2020 after selling out during the quarter.
  • Valmark Advisers sold 30,236 Invesco S&P SmallCap Low Volatility ETF shares in Q2 2020, an estimated $1M.
  • Valmark Advisers first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q1 2020 and held it in 1 quarter.
  • Valmark Advisers's Invesco S&P SmallCap Low Volatility ETF position peaked at $1M in Q1 2020.
  • 172 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q2 2020.

Based on Valmark Advisers's 13F filing for Q2 2020, filed 31 Jul 2020.