Waverly Advisors, LLC
Position in XSLV — Invesco S&P SmallCap Low Volatility ETF
CIK 1568787
BIRMINGHAM, AL
All Filings in XSLV
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 XSLV | $230,383 | 4,881 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 XSLV | $226,331 | 4,881 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 XSLV | $226,039 | 4,881 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 XSLV | $222,329 | 4,881 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 XSLV | $230,022 | 4,981 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 XSLV | $244,698 | 5,181 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 XSLV | $215,000 | 4,468 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 XSLV | $290,251 | 6,648 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||