WAS
XRLV

Winch Advisory Services’s Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF XRLV Stock Holding History

Winch Advisory Services’s Portfolio XRLV Stock Details XRLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-362
Closed -$9K – 279
2015
Q4 		$9K Buy
+362
New +$9.17K 0.01% 143

Other funds holding XRLV

RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Winch Advisory Services's XRLV Position: Q1 2016 in Review

Winch Advisory Services sold out of Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF (XRLV) in Q1 2016, closing a stake of 362 shares — an estimated $9K sold.

Winch Advisory Services first reported a position in XRLV in Q4 2015 and held it in 1 quarter. The position peaked at $9K in Q4 2015. 22 funds tracked by Wall St. Rank hold XRLV as of Q1 2016.

  • Winch Advisory Services reported no remaining Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF position as of Q1 2016 after selling out during the quarter.
  • Winch Advisory Services sold 362 Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF shares in Q1 2016, an estimated $9K.
  • Winch Advisory Services first reported a position in Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF in Q4 2015 and held it in 1 quarter.
  • Winch Advisory Services's Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF position peaked at $9K in Q4 2015.
  • 22 funds tracked by Wall St. Rank held Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF as of Q1 2016.

Based on Winch Advisory Services's 13F filing for Q1 2016, filed 12 May 2016.