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

World Investment 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
2022 Q4	–	Sell	-7,643	Closed	-$310K	–	275
2022 Q3	$310K	Sell	7,643 -2,880	-27%	-$131K	0.07%	181
2022 Q2	$496K	Buy	10,523 +1,526	+17%	+$70.1K	0.1%	145
2022 Q1	$441K	Sell	8,997 -2,809	-24%	-$138K	0.09%	158
2021 Q4	$566K	Buy	11,806 +6,625	+128%	+$332K	0.12%	129
2021 Q3	$244K	Buy	+5,181	New	+$245K	0.06%	217
2020 Q1	–	Sell	-4,614	Closed	-$235K	–	181
2019 Q4	$235K	Buy	+4,614	New	+$231K	0.09%	137

Other funds holding XSLV

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

World Investment Advisors's XSLV Position: Q4 2022 in Review

World Investment Advisors sold out of Invesco S&P SmallCap Low Volatility ETF (XSLV) in Q4 2022, closing a stake of 7,643 shares — an estimated $310K sold.

World Investment Advisors first reported a position in XSLV in Q4 2019 and held it in 6 quarters. The position peaked at $566K in Q4 2021. 141 funds tracked by Wall St. Rank hold XSLV as of Q4 2022.

World Investment Advisors reported no remaining Invesco S&P SmallCap Low Volatility ETF position as of Q4 2022 after selling out during the quarter.
World Investment Advisors sold 7,643 Invesco S&P SmallCap Low Volatility ETF shares in Q4 2022, an estimated $310K.
World Investment Advisors first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q4 2019 and held it in 6 quarters.
World Investment Advisors's Invesco S&P SmallCap Low Volatility ETF position peaked at $566K in Q4 2021.
141 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q4 2022.

Based on World Investment Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.