WIM
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Waverton Investment Management’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

Waverton Investment Management’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
2019
Q1 		– Sell
-36,600
Closed -$835K – 80
2018
Q4 		$835K Buy
+36,600
New +$1.69M 0.05% 58

Other funds holding XSLV

HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Waverton Investment Management's XSLV Position: Q1 2019 in Review

Waverton Investment Management sold out of Invesco S&P SmallCap Low Volatility ETF (XSLV) in Q1 2019, closing a stake of 36,600 shares — an estimated $835K sold.

Waverton Investment Management first reported a position in XSLV in Q4 2018 and held it in 1 quarter. The position peaked at $835K in Q4 2018. 164 funds tracked by Wall St. Rank hold XSLV as of Q1 2019.

  • Waverton Investment Management reported no remaining Invesco S&P SmallCap Low Volatility ETF position as of Q1 2019 after selling out during the quarter.
  • Waverton Investment Management sold 36,600 Invesco S&P SmallCap Low Volatility ETF shares in Q1 2019, an estimated $835K.
  • Waverton Investment Management first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q4 2018 and held it in 1 quarter.
  • Waverton Investment Management's Invesco S&P SmallCap Low Volatility ETF position peaked at $835K in Q4 2018.
  • 164 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q1 2019.

Based on Waverton Investment Management's 13F filing for Q1 2019, filed 18 Apr 2019.