Wealthcare Advisory Partners’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

Wealthcare Advisory Partners’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
2023 Q2	–	Sell	-13,646	Closed	-$578K	–	768
2023 Q1	$578K	Buy	13,646 +251	+2%	+$11.4K	0.02%	415
2022 Q4	$598K	Buy	13,395 +347	+3%	+$15.5K	0.03%	377
2022 Q3	$529K	Buy	13,048 +6,427	+97%	+$292K	0.03%	351
2022 Q2	$295K	Sell	6,621 -469	-7%	-$21.5K	0.02%	429
2022 Q1	$348K	Buy	7,090 +1,353	+24%	+$66.4K	0.02%	377
2021 Q4	$299K	Buy	+5,737	New	+$287K	0.02%	446
2021 Q2	–	Sell	-1,067	Closed	-$49K	–	1910
2021 Q1	$49K	Buy	+1,067	New	+$47.4K	﹤0.01%	882
2020 Q2	–	Sell	-5,857	Closed	-$194K	–	1392
2020 Q1	$194K	Sell	5,857 -2,532	-30%	-$115K	0.03%	263
2019 Q4	$427K	Buy	8,389 +252	+3%	+$12.6K	0.05%	189
2019 Q3	$398K	Sell	8,137 -404	-5%	-$19.5K	0.06%	175
2019 Q2	$410K	Buy	8,541 +1,018	+14%	+$48.5K	0.07%	162
2019 Q1	$353K	Sell	7,523 -2,501	-25%	-$116K	0.06%	167
2018 Q4	$427K	Sell	10,024 -2,869	-22%	-$132K	0.08%	129
2018 Q3	$637K	Sell	12,893 -1,284	-9%	-$64.2K	0.12%	101
2018 Q2	$685K	Buy	14,177 +1,715	+14%	+$80.6K	0.13%	94
2018 Q1	$561K	Buy	12,462 +10,803	+651%	+$490K	0.13%	101
2017 Q4	$77K	Buy	+1,659	New	+$77.4K	0.02%	307

Other funds holding XSLV

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Arden Trust Wilmington, Delaware $716M AUM 17.63% 1-Year Est. Return

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

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

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

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

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

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

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

Wealthcare Advisory Partners's XSLV Position: Q2 2023 in Review

Wealthcare Advisory Partners sold out of Invesco S&P SmallCap Low Volatility ETF (XSLV) in Q2 2023, closing a stake of 13,646 shares — an estimated $578K sold.

Wealthcare Advisory Partners first reported a position in XSLV in Q4 2017 and held it in 17 quarters. The position peaked at $685K in Q2 2018. 131 funds tracked by Wall St. Rank hold XSLV as of Q2 2023.

Wealthcare Advisory Partners reported no remaining Invesco S&P SmallCap Low Volatility ETF position as of Q2 2023 after selling out during the quarter.
Wealthcare Advisory Partners sold 13,646 Invesco S&P SmallCap Low Volatility ETF shares in Q2 2023, an estimated $578K.
Wealthcare Advisory Partners first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q4 2017 and held it in 17 quarters.
Wealthcare Advisory Partners's Invesco S&P SmallCap Low Volatility ETF position peaked at $685K in Q2 2018.
131 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q2 2023.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2023, filed 17 Jul 2023.