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WFG Advisors’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

WFG Advisors’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
2017
Q2 		$149K Buy
3,418
+1,355
+66% +$58.6K 0.03% 435
2017
Q1 		$88K Sell
2,063
-855
-29% -$36.6K 0.02% 508
2016
Q4 		$127K Buy
2,918
+1,739
+147% +$70.3K 0.03% 469
2016
Q3 		$46K Buy
1,179
+5
+0.4% +$192 0.01% 736
2016
Q2 		$43K Buy
+1,174
New +$41.9K 0.01% 722

Other funds holding XSLV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WFG Advisors's XSLV Position: Q2 2017 in Review

WFG Advisors increased its Invesco S&P SmallCap Low Volatility ETF (XSLV) stake by 66% in Q2 2017, buying an estimated $58.6K and bringing the position to 3,418 shares worth $149K. The position accounts for 0.03% of the portfolio, ranked #435.

WFG Advisors first reported a position in XSLV in Q2 2016 and has held it in 5 quarters since. 98 funds tracked by Wall St. Rank hold XSLV as of Q2 2017.

  • WFG Advisors held 3,418 shares of Invesco S&P SmallCap Low Volatility ETF worth $149K as of Q2 2017.
  • WFG Advisors bought 1,355 Invesco S&P SmallCap Low Volatility ETF shares in Q2 2017, an estimated $58.6K.
  • Invesco S&P SmallCap Low Volatility ETF made up 0.03% of WFG Advisors's portfolio in Q2 2017, its #435 holding.
  • WFG Advisors first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q2 2016 and has held it in 5 quarters since.
  • 98 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.