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

WealthShield 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
2024 Q1	–	Sell	-114	Closed	-$5.03K	–	516
2023 Q4	$5.03K	Hold	114	–	–	﹤0.01%	449
2023 Q3	$4.5K	Hold	114	–	–	﹤0.01%	459
2023 Q2	$4.54K	Hold	114	–	–	﹤0.01%	465
2023 Q1	$4.83K	Buy	+114	New	+$5.17K	﹤0.01%	462
2021 Q3	–	Sell	-314	Closed	-$15K	–	763
2021 Q2	$15K	Hold	314	–	–	﹤0.01%	702
2021 Q1	$14K	Buy	+314	New	+$13.9K	﹤0.01%	749
2019 Q2	–	Sell	-200	Closed	-$9K	–	287
2019 Q1	$9K	Hold	200	–	–	0.01%	237
2018 Q4	$9K	Hold	200	–	–	0.01%	206
2018 Q3	$10K	Buy	+200	New	+$10K	0.01%	209

Other funds holding XSLV

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 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

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

PPA

Painted Porch Advisors Santa Barbara, California $210M AUM 10.47% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ACM

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

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

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

WealthShield Partners's XSLV Position: Q1 2024 in Review

WealthShield Partners sold out of Invesco S&P SmallCap Low Volatility ETF (XSLV) in Q1 2024, closing a stake of 114 shares — an estimated $5.03K sold.

WealthShield Partners first reported a position in XSLV in Q3 2018 and held it in 9 quarters. The position peaked at $15K in Q2 2021. 120 funds tracked by Wall St. Rank hold XSLV as of Q1 2024.

WealthShield Partners reported no remaining Invesco S&P SmallCap Low Volatility ETF position as of Q1 2024 after selling out during the quarter.
WealthShield Partners sold 114 Invesco S&P SmallCap Low Volatility ETF shares in Q1 2024, an estimated $5.03K.
WealthShield Partners first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q3 2018 and held it in 9 quarters.
WealthShield Partners's Invesco S&P SmallCap Low Volatility ETF position peaked at $15K in Q2 2021.
120 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q1 2024.

Based on WealthShield Partners's 13F filing for Q1 2024, filed 29 Apr 2024.