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

Wealthcare Advisory Partners’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
2021 Q2	–	Sell	-1,000	Closed	-$44K	–	1906
2021 Q1	$44K	Buy	+1,000	New	+$42.3K	﹤0.01%	918
2020 Q2	–	Sell	-1,000	Closed	-$31K	–	1391
2020 Q1	$31K	Hold	1,000	–	–	﹤0.01%	617
2019 Q4	$41K	Hold	1,000	–	–	0.01%	593
2019 Q3	$39K	Buy	1,000 +955	+2,122%	+$37.2K	0.01%	589
2019 Q2	$2K	Buy	+45	New	+$1.68K	﹤0.01%	1211

Other funds holding XRLV

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Faithward Advisors Lancaster, Pennsylvania $819M AUM 41.44% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Wealthcare Advisory Partners's XRLV Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF (XRLV) in Q2 2021, closing a stake of 1,000 shares — an estimated $44K sold.

Wealthcare Advisory Partners first reported a position in XRLV in Q2 2019 and held it in 5 quarters. The position peaked at $44K in Q1 2021. 30 funds tracked by Wall St. Rank hold XRLV as of Q2 2021.

Wealthcare Advisory Partners reported no remaining Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 1,000 Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF shares in Q2 2021, an estimated $44K.
Wealthcare Advisory Partners first reported a position in Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF in Q2 2019 and held it in 5 quarters.
Wealthcare Advisory Partners's Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF position peaked at $44K in Q1 2021.
30 funds tracked by Wall St. Rank held Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.