XRLV INVESCO EXCHNG TRADED FD TR

Ownership history in HighTower Advisors, LLC  ·  31 quarters on record

AI Ownership Summary

HighTower Advisors, LLC reported INVESCO EXCHNG TRADED FD TR (XRLV) in 31 quarterly 13F filings from 2023 Q4 through 2025 Q4. The latest visible filing shows XRLV at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this XRLV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HighTower Advisors, LLC's position in INVESCO EXCHNG TRADED FD TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

XRLV was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How HighTower Advisors, LLC held XRLV — position size vs. price
% of Fund (quarterly)    XRLV price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 37,165 -1,131 -3.0% 0.00% $2.0M 2026-02-14 (Est.) $57.40
2025 Q3 REDUCED 38,296 -929 -2.4% 0.00% $2.1M 2025-11-07 $53.53
2025 Q2 REDUCED 39,225 -145 -0.4% 0.00% $2.2M 2025-08-11 $54.85
2025 Q1 REDUCED 39,370 -70 -0.2% 0.00% $2.2M 2025-05-13 $53.59
2024 Q4 REDUCED 39,440 -109 -0.3% 0.00% $2.1M 2025-02-07 $53.36
2024 Q3 REDUCED 39,549 -921 -2.3% 0.00% $2.1M 2024-11-14 $53.57
2024 Q2 REDUCED 40,470 -93 -0.2% 0.00% $2.0M 2024-08-13 $49.77
2024 Q1 UNCHANGED 40,563 0% 0.00% $2.0M 2024-05-06 $46.93
2023 Q4 UNCHANGED 40,563 0% 0.00% $1.9M 2024-02-12 $45.88
22 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About HighTower Advisors, LLC and XRLV

These are the practical questions this page is built to answer before you even open the full history table.

How long has HighTower Advisors, LLC reported owning XRLV?

HighTower Advisors, LLC reported XRLV across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported XRLV position in HighTower Advisors, LLC's portfolio?

The largest reported portfolio weight for XRLV was 0.00% in 2024 Q1.

What is the latest reported XRLV position on this page?

The most recent filing on this page is 2025 Q4, when HighTower Advisors, LLC reported 37,165 shares, equal to 0.00% of portfolio, with an estimated market value of $2.0M.

What does the chart on this XRLV ownership page compare?

The chart compares HighTower Advisors, LLC's quarterly XRLV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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