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

WealthPLAN 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
2020
Q1 		– Sell
-23,726
Closed -$1.21M – 290
2019
Q4 		$1.21M Buy
23,726
+141
+0.6% +$7.05K 0.14% 99
2019
Q3 		$1.18M Buy
23,585
+281
+1% +$13.6K 0.16% 98
2019
Q2 		$1.12M Buy
23,304
+195
+0.8% +$9.3K 0.17% 98
2019
Q1 		$1.1M Buy
+23,109
New +$1.07M 0.17% 93

Other funds holding XSLV

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WealthPLAN Partners's XSLV Position: Q1 2020 in Review

WealthPLAN Partners sold out of Invesco S&P SmallCap Low Volatility ETF (XSLV) in Q1 2020, closing a stake of 23,726 shares — an estimated $1.21M sold.

WealthPLAN Partners first reported a position in XSLV in Q1 2019 and held it in 4 quarters. The position peaked at $1.21M in Q4 2019. 207 funds tracked by Wall St. Rank hold XSLV as of Q1 2020.

  • WealthPLAN Partners reported no remaining Invesco S&P SmallCap Low Volatility ETF position as of Q1 2020 after selling out during the quarter.
  • WealthPLAN Partners sold 23,726 Invesco S&P SmallCap Low Volatility ETF shares in Q1 2020, an estimated $1.21M.
  • WealthPLAN Partners first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q1 2019 and held it in 4 quarters.
  • WealthPLAN Partners's Invesco S&P SmallCap Low Volatility ETF position peaked at $1.21M in Q4 2019.
  • 207 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q1 2020.

Based on WealthPLAN Partners's 13F filing for Q1 2020, filed 15 May 2020.