VCP
XSLV icon

Verus Capital Partners’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

Verus Capital Partners’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
Q1 		$74K Sell
2,236
-7,550
-77% -$344K 0.02% 384
2019
Q4 		$498K Buy
+9,786
New +$490K 0.16% 101

Other funds holding XSLV

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Verus Capital Partners's XSLV Position: Q1 2020 in Review

Verus Capital Partners reduced its Invesco S&P SmallCap Low Volatility ETF (XSLV) stake by 77% in Q1 2020, selling an estimated $344K and leaving 2,236 shares worth $74K. The position accounts for 0.02% of the portfolio, ranked #384.

Verus Capital Partners first reported a position in XSLV in Q4 2019 and has held it in 2 quarters since. The position peaked at $498K in Q4 2019. 207 funds tracked by Wall St. Rank hold XSLV as of Q1 2020.

  • Verus Capital Partners held 2,236 shares of Invesco S&P SmallCap Low Volatility ETF worth $74K as of Q1 2020.
  • Verus Capital Partners sold 7,550 Invesco S&P SmallCap Low Volatility ETF shares in Q1 2020, an estimated $344K.
  • Invesco S&P SmallCap Low Volatility ETF made up 0.02% of Verus Capital Partners's portfolio in Q1 2020, its #384 holding.
  • Verus Capital Partners first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q4 2019 and has held it in 2 quarters since.
  • Verus Capital Partners's Invesco S&P SmallCap Low Volatility ETF position peaked at $498K in Q4 2019.
  • 207 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q1 2020.

Based on Verus Capital Partners's 13F filing for Q1 2020, filed 26 May 2020.