VAS
XRLV

Vestmark Advisory Solutions’s Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF XRLV Stock Holding History

Vestmark Advisory Solutions’s Portfolio XRLV Stock Details XRLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-8,197
Closed -$323K – 530
2019
Q3 		$323K Buy
+8,197
New +$319K 0.05% 394

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SVCP
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SAM
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Royal Bank of Canada
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Bank of America
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AF
Apexium Financial Dallas, Texas $2.06B AUM 15.96% 1-Year Est. Return
Janney Montgomery Scott
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LPL Financial
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