WFWM
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Wechter Feldman Wealth Management’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

Wechter Feldman Wealth Management’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
2018
Q4 		– Sell
-9,634
Closed -$476K – 38
2018
Q3 		$476K Buy
9,634
+652
+7% +$32.6K 0.29% 28
2018
Q2 		$434K Buy
+8,982
New +$422K 0.3% 25

Other funds holding XSLV

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EWM
Executive Wealth Management Brighton, Michigan $1.28B AUM 16.54% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Wechter Feldman Wealth Management's XSLV Position: Q4 2018 in Review

Wechter Feldman Wealth Management sold out of Invesco S&P SmallCap Low Volatility ETF (XSLV) in Q4 2018, closing a stake of 9,634 shares — an estimated $476K sold.

Wechter Feldman Wealth Management first reported a position in XSLV in Q2 2018 and held it in 2 quarters. The position peaked at $476K in Q3 2018. 151 funds tracked by Wall St. Rank hold XSLV as of Q4 2018.

  • Wechter Feldman Wealth Management reported no remaining Invesco S&P SmallCap Low Volatility ETF position as of Q4 2018 after selling out during the quarter.
  • Wechter Feldman Wealth Management sold 9,634 Invesco S&P SmallCap Low Volatility ETF shares in Q4 2018, an estimated $476K.
  • Wechter Feldman Wealth Management first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q2 2018 and held it in 2 quarters.
  • Wechter Feldman Wealth Management's Invesco S&P SmallCap Low Volatility ETF position peaked at $476K in Q3 2018.
  • 151 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q4 2018.

Based on Wechter Feldman Wealth Management's 13F filing for Q4 2018, filed 4 Feb 2019.