WQ
XSLV icon

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

Wealth Quarterback’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
2021
Q3 		$3K Buy
63
+1
+2% +$47 ﹤0.01% 688
2021
Q2 		$3K Buy
+62
New +$2.91K ﹤0.01% 719
2020
Q2 		– Sell
-61
Closed -$2.03K – 812
2020
Q1 		$2.03K Hold
61
– – ﹤0.01% 744
2019
Q4 		$3.08K Buy
+61
New +$3.05K ﹤0.01% 709

Other funds holding XSLV

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Wealth Quarterback's XSLV Position: Q3 2021 in Review

Wealth Quarterback increased its Invesco S&P SmallCap Low Volatility ETF (XSLV) stake by 1.6% in Q3 2021, buying an estimated $47 and bringing the position to 63 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #688.

Wealth Quarterback first reported a position in XSLV in Q4 2019 and has held it in 4 quarters since. The position peaked at $3.08K in Q4 2019. 150 funds tracked by Wall St. Rank hold XSLV as of Q3 2021.

  • Wealth Quarterback held 63 shares of Invesco S&P SmallCap Low Volatility ETF worth $3K as of Q3 2021.
  • Wealth Quarterback bought 1 Invesco S&P SmallCap Low Volatility ETF share in Q3 2021, an estimated $47.
  • Invesco S&P SmallCap Low Volatility ETF made up ﹤0.01% of Wealth Quarterback's portfolio in Q3 2021, its #688 holding.
  • Wealth Quarterback first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q4 2019 and has held it in 4 quarters since.
  • Wealth Quarterback's Invesco S&P SmallCap Low Volatility ETF position peaked at $3.08K in Q4 2019.
  • 150 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.