Wealth Advisory Solutions’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

Wealth Advisory Solutions’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 Q4	–	Sell	-38,924	Closed	-$1.29M	–	199
2020 Q3	$1.29M	Buy	38,924 +2,519	+7%	+$86.7K	0.34%	73
2020 Q2	$1.23M	Buy	36,405 +11,678	+47%	+$388K	0.34%	74
2020 Q1	$819K	Sell	24,727 -10,077	-29%	-$459K	0.28%	82
2019 Q4	$1.77M	Buy	+34,804	New	+$1.74M	0.47%	63

Other funds holding XSLV

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

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

AFA

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealth Advisory Solutions's XSLV Position: Q4 2020 in Review

Wealth Advisory Solutions sold out of Invesco S&P SmallCap Low Volatility ETF (XSLV) in Q4 2020, closing a stake of 38,924 shares — an estimated $1.29M sold.

Wealth Advisory Solutions first reported a position in XSLV in Q4 2019 and held it in 4 quarters. The position peaked at $1.77M in Q4 2019. 166 funds tracked by Wall St. Rank hold XSLV as of Q4 2020.

Wealth Advisory Solutions reported no remaining Invesco S&P SmallCap Low Volatility ETF position as of Q4 2020 after selling out during the quarter.
Wealth Advisory Solutions sold 38,924 Invesco S&P SmallCap Low Volatility ETF shares in Q4 2020, an estimated $1.29M.
Wealth Advisory Solutions first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q4 2019 and held it in 4 quarters.
Wealth Advisory Solutions's Invesco S&P SmallCap Low Volatility ETF position peaked at $1.77M in Q4 2019.
166 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q4 2020.

Based on Wealth Advisory Solutions's 13F filing for Q4 2020, filed 28 Jan 2021.